Allow filtering by account subtype in Net Worth
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Flaviu Tamas
Some of my accounts, like my retirement accounts, are special because I cannot withdraw from them without a mandated-by-law penalty. It'd be nice if I could filter these accounts out of my net worth.
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Patricio Sainz
It'd really be useful to me to show different investment account types in the Net Worth breakdown, so I know how I'm doing on asset allocation (different risks per account: a mutual fund that invests in treasuries is different that a mutual fund that invests in US tech stocks, but they're shown as the same right now).
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Bjorn Hansell
It would be great, generally, to allow filtering by sub-type (like retirement accounts as a sub-category of investment)
D
David Price
+1 to this. I'd like to be able to show net worth ex home equity.
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Shyamsundar Venkataraman
+1, I'd like to have the ability to exclude certain accounts such as my retirement accounts from my net worth
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Massis Shahmirian
This would be a great feature!
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Past User 11430
I think a filter/query by investment account subtype would be nice for this reason! I would also like to see my investment accounts that are not retirement accounts summed up.
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Past User 9128
I agree. Today the
Investment
filter includes both retirement and other taxable investment accounts. It would be helpful to see the account subtype available for filtering and shown in the bar graphs.W
William Bertelsen
I have an employer RSU account that shows future value / funny money (before taxes, conditional on my continued employment) that I'd also like to remove from my net worth. Mint supports this.
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Past User 9128
William Bertelsen: Interesting, only my vested RSUs show up as the balance of my linked E*TRADE account.