Change with Account Types

I've noticed accounts used to have types such as "mortgage" and "investmentAccount", but they're now less granular ("otherLiabilities", "otherAssets"). Is it going to be that way moving forward or is that still in flux? I'm making an app that would benefit from account types being more specific. Could the more specific type be added as "subType" perhaps?



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  • Ah, good question, thomas_ ! We did recently simplify the account type list because it was causing confusion for many users, so it's likely to stay in that simplified state. 

    Just thinking out loud here, but would you be able to use a trigger from the account name to choose appropriate accounts? For example, specify that that the user needs to include 'Mortgage' in all mortgage accounts, then parse that way?

  • Ah good to know. Yeah I'll probably work around it by trying to guess the account type by name and perhaps having some UI where users can select which account is what type.



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