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Split up account overview into user defined groups
under review
S
Steven Steinrücken
I have around 20 accounts and its not easy to identify each of them immediately. Would be great if I could group them either automatically by type or by manual where each group has its own table
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Jen
Jen
Merged in a post:
Support tags or notes for accounts
P
Past User 18034
I'd find it really useful to have notes and/or tags for my accounts
Eg some of my accounts are personal, some are for my business
Some are USD, some are GBP
Some are long term/pensions, some are shorter term (cash vs investments doesn't really capture this)
Jen
under review
Jen
Jen
planned
S
Scott
This may or may not be the same, depending on my understanding of what Steven is proposing, but having the ability to create user defined account types would be fantastic. Most important to me would be to separate my taxable vs non-taxable investment accounts.
M
Michael Bianco
Scott: This is a big one for me too. I want to breakout investment accounts by retirement & taxable (ideally, I can further break this down ("high risk taxable" vs "taxable")