Account Grouping addition

I did a feature request to at-least allow a Favorites Accounts grouping, but thought to ask the community if anyone else is missing a feature like this?

 I really have a lot of Checking Accounts, Credit Cards, Saving Accounts etc.

I know the YNAB official support is to keep it simple and try to only have a few accounts.  I am past the pay check to paycheck phase for a while now.  I'm now at the point of putting money into accounts for bonuses, etc.  Adding credit cards at times that have better rewards.  I still make small charges on older cards to keep their history going.

I really would like ability to have a Favorite Accounts grouping so that accounts I really use all the time are at top visible.   Then a General Accounts grouping of the rest.   I want the ability to collapse / expand those two groupings.  With that I could have the General Accounts collapsed when I don't want to look at them.

At this time I have organized my Favorites Checking, Credit Cards, Saving Accounts to the top so those only show immediately in all YNAB platforms.  Then after that I list Checking, Credit Cards, and Savings accounts.

I want to keep them in  my main budget file and not have a separate budget file.

Is anyone else wishing they could collapse some accounts that sparingly used?

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    • Khaki Storm
    • YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
    • Khaki_Storm.1
    • 2 yrs ago
    • Reported - view

    Not really here. Long story short, I'd have to report every one of those to my employer, so I have minimal accounts. 

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      • mdmangus
      • mdmangus
      • 2 yrs ago
      • Reported - view

      Ben K. why do you share your personal accounts with your employer?  I understand direct deposit with employer but sharing budget and spending with your employer?

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      • Khaki Storm
      • YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
      • Khaki_Storm.1
      • 2 yrs ago
      • Reported - view

      mdmangus I'm not an accountant, but I work with a whole bunch of them! For the accountants to audit businesses the employer has to know there's no conflict of interest. Can't very well audit ABC Bank (made up name) if you have accounts ABC bank or are invested in ABC Bank? You could get inside information, etc. That's as far as I can explain it. When I joined the company only certain employees had to report all their personal accounts (and spouses, partners, marital status doesn't matter) and I wasn't in that group. Yippee! However, last year the requirement was extended to just about every employee. That's where I am, I have to report (and keep up to date) any bank accounts, life insurance, investments, broker accounts, etc. for myself and my wife (also would have applied to any partner).  The employer doesn't see balances (or isn't supposed to). But, they do link to the broker accounts and investments to see what I'm holding. I don't know how they verify my personal banking information. [I'm also aware I have to be a bit careful in explaining this situation, for all I know you're a manager in my chain of command at the employer, or there's one reading this post ;) If you've guessed it, I'm fairly easy to spot in a crowd.]

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      • mdmangus
      • mdmangus
      • 2 yrs ago
      • Reported - view

      Ben K. Ben K. That would probably make me open less accounts too.  Or maybe I would go open twice as many.  Lol.  :-)

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      • Khaki Storm
      • YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
      • Khaki_Storm.1
      • 2 yrs ago
      • Reported - view

      mdmangus It's now just part of my job requirements. Adjust plan and press forward.

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  • Hi mdmangus ! Thanks for letting us know and for sending in the Feature Request for a Favorite Accounts group! We appreciate it. For anyone else who would like to see this, please let our development team know by filling out that form. 😀

    To help in the meantime, you can reorder the accounts within their groups! Just drag-and-drop to organize them alphabetically, how often you use them, how happy you are to have each one, or any other way you'd like.

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      • mdmangus
      • mdmangus
      • 2 yrs ago
      • 2
      • Reported - view

      Nicole at YNAB  Thanks!  I've been a long time YNAB user since 2008.  Left to MoneyWell for a few years in the past then came back to YNAB 4 for a good time frame.  Then to the New YNAB when reporting matured.  Hopefully others will find this Favorite Grouping useful feature.  I'm hoping other users will take the time to submit a feature request around it.

       

      Thank you for the great product and how you help others become debt free.

      Like 2
    • mdmangus Thank you for being such a long time YNAB user! We appreciate you caring enough to submit a feature report and sticking through with us! :)

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    • Khaki Storm
    • YNAB book topics online: https://support.youneedabudget.com/r/q5w48j
    • Khaki_Storm.1
    • 2 yrs ago
    • 2
    • Reported - view
    Nicole at YNAB said:
    please let our development team know by filling out that form

     Alright, sounds like the way we the users vote.  Let's vote!

    Like 2
  • Just sent in my feature request and provided my two cents FOR having account groups (with subtotals). I would like to see ability to subtotal all Retirement Accounts and/or all Student Loans.

    Like 1
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