Show sum of account balances by sub-type
complete
C
Carrie Ann
On the Overview and Net Worth screens, I'd like to see the sum of account balances by sub-type -- for example, the sum of my retirement accounts, the sum of my kids' college savings accounts, etc. Currently, I can only see the sum of account balances by type (rather than sub-type); that means the sum of my Investment accounts includes my retirement accounts and my kids' college accounts together, which isn't a helpful total.
Is there another way to view current account balances (and ideally, trends of account balances over time) by sub-type of account? Again, looking to see the sum of my retirement accounts, the sum of my kids' college savings accounts, etc. Thanks!
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Din from Lunch Money
updated the status to
complete
As of release #273, you can now sort and change the grouping of accounts in the Accounts Overview on the Overview page. Sort by amount or display name in ascending or descending order, and group by type, subtype, or by assets & liabilities.
Thanks to everyone who requested and voted for this!
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