Home Forums Feature Wish List View Multiple Accounts

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    • cook.jenell
      Post count: 2

      I like that there is an “All Accounts” tab, but something that would be much more useful for me is if I was able to create my own merged tab which references selected accounts (i.e., I have 3 checking accounts that I’d love to be able to merge as needed for viewing purposes only).

      Maybe create the concept of views? Where a user can set up a new custom tab with multiple accounts that they select?

      Or a way to multi-select tabs up top that allows me to view all entries, and overall balances of whatever tabs are selected?

      Thanks in advance! :)

    • Eric Poulin
      Post count: 379

      Interesting idea. You’re the first to ask about such a capability. We will add it to our development brainstorming list.

    • dapick
      Post count: 7

      This would be a great idea. I’ve been forced to combine all my accounts into one, since it’s their combined equity that I need to keep an eye on. Separating them (but being able to view their combined balance with a click) would be ideal.

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