Home›Forums›Feature Wish List›Select account tabs included in roll-up
davidnicholasharris@gmailI have multiple tabs/accounts. It would be useful if I could select specific ones I’d like to roll up. Currently the only option is “all accounts”.
Eric Poulin2026-01-21T21:06:50-05:00
Eric Poulin2026-01-20T18:32:17-05:00
Account roll-up features are essential for users who manage multiple accounts, as they provide a consolidated view of finances. This functionality allows users to track their overall financial health without the need to switch between different account tabs, enhancing their budgeting experience.
For instance, a user with several bank accounts can benefit from seeing their total balance at a glance, which aids in making informed spending decisions. By enabling users to select specific tabs for roll-up, CalendarBudget can further streamline the budgeting process, catering to individual preferences and improving user satisfaction.
Users looking to enhance their experience with CalendarBudget can easily submit feature requests through the community forums. This collaborative approach not only empowers users to voice their needs but also helps the development team prioritize updates based on user feedback.
For example, if multiple users express a desire for a specific feature, such as selecting account tabs for roll-up, the team can assess the demand and expedite the implementation. Engaging with the community fosters a sense of ownership and encourages users to contribute to the platform's evolution.
Managing multiple accounts effectively is crucial for maintaining a healthy budget. Users should categorize their accounts based on spending types, such as essentials and discretionary expenses, to streamline their financial tracking.
Additionally, utilizing tools like CalendarBudget can help users set alerts for account limits and monitor spending patterns across various accounts. This proactive approach allows users to make adjustments in real-time, ensuring they stay within their budgetary constraints and achieve their financial goals.
The CalendarBudget community plays a vital role in shaping the platform's features through user feedback. By sharing their experiences and suggestions, users contribute to the continuous improvement of the software, creating a more tailored budgeting experience.
For instance, feedback regarding the need for customizable account roll-up options illustrates the community's engagement and desire for a more personalized tool. By actively participating in discussions, users can influence future updates and ensure that CalendarBudget meets their evolving financial management needs.
