15
Allow filtering by account type in Net Worth
F
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.
Log In
Activity
Newest
Oldest
A
Aman Bhimani
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.
E
Ethan Roy
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.
E
Ethan Roy
William Bertelsen: Interesting, only my vested RSUs show up as the balance of my linked E*TRADE account.