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Home›Forums›Feature Wish List›Select account tabs included in roll-up
I 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 Poulin2025-08-26T15:10:29-04:00
Eric Poulin2025-08-26T14:07:06-04:00
Eric Poulin2025-09-24T17:13:19-04:00

The account roll-up feature in budgeting software allows users to consolidate multiple accounts into a single view, simplifying financial management. This functionality is crucial for users who maintain several accounts and want an overview of their financial health without having to switch between different tabs.
For instance, CalendarBudget enables users to select specific account tabs for roll-up, which means they can focus on particular accounts that matter most to them, enhancing their budgeting experience. This tailored approach not only saves time but also provides clearer insights into spending patterns and savings opportunities.
User feedback is essential for the continuous improvement of budgeting tools like CalendarBudget. By listening to the community, developers can identify which features are most desired and prioritize their implementation, ensuring that the software meets the evolving needs of its users.
An example of this is the request for the ability to select specific account tabs for roll-up, which highlights a common user need for customization. Engaging with user suggestions not only fosters a sense of community but also drives innovation within the platform.
Customizing the budgeting experience allows users to tailor their financial management tools to fit their unique needs. Features like selecting specific account tabs for roll-up can lead to more effective budgeting strategies, as users can concentrate on the accounts that align with their financial goals.
For example, a user focused on saving for a vacation might choose to roll up only their savings accounts, providing a clearer picture of their progress. This level of customization empowers users to take charge of their financial journeys, leading to better outcomes.
Providing feature suggestions within CalendarBudget is a straightforward process that encourages user participation and enhances the software's functionality. Users can share their ideas and needs through forums and feedback channels, creating a collaborative environment for continuous improvement.
For instance, users can post their requests for specific features, like the ability to select account tabs for roll-up, and engage with other community members to discuss the potential impact of these features. This not only helps in shaping the future of the software but also strengthens the user community.