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?
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.