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[Feature] Groups for accounts #1683

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1 of 2 tasks
nmathey opened this issue Sep 11, 2023 · 4 comments
Closed
1 of 2 tasks

[Feature] Groups for accounts #1683

nmathey opened this issue Sep 11, 2023 · 4 comments
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feature This issue is a feature request needs votes Please upvote this feature request if you would like to see it implemented!

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@nmathey
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nmathey commented Sep 11, 2023

Verified feature request does not already exist?

  • I have searched and found no existing issue

💻

  • Would you like to implement this feature?

Pitch: what problem are you trying to solve?

Today we have accounts split in two groups: For budget and Off-budget.
Sometime we might need to arrange accounts in different groups, for categorization or usage.

Groups account usages exemples:

  • Separating check accounts and saving accounts
  • Separating accounts owners
  • Grouping check account and its credit card account attached to it: this way I know I should make sure my check account doesn't have negative balance before credit card debt being paid automatically every month.

Describe your ideal solution to this problem

Being able to arrange accounts into specifics group name for personal usage

Teaching and learning

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@nmathey nmathey added the feature This issue is a feature request label Sep 11, 2023
@github-actions github-actions bot added the needs votes Please upvote this feature request if you would like to see it implemented! label Sep 11, 2023
@github-actions
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✨ Thanks for sharing your idea! ✨

This repository uses lodash style issue management for enhancements. That means enhancement issues are automatically closed. This doesn’t mean we don’t accept feature requests, though! We will consider implementing ones that receive many upvotes, and we welcome contributions for any feature requests marked as needing votes (just post a comment first so we can help you make a successful contribution).

The enhancement backlog can be found here: https://github.com/actualbudget/actual/issues?q=label%3A%22needs+votes%22+sort%3Areactions-%2B1-desc+

Don’t forget to upvote the top comment with 👍!

@CrazyKidJack
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Infinite nesting please!

@Felixre7
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i would LOVE this feature!

@LolDotPdf
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I recently moved away from using Quicken for years and this is the one feature I miss. It was very helpful to have all my credit cards grouped, bank accounts grouped, investments grouped, etc. While Quicken for Mac was limited in the ability to truly customize it, the view is still much cleaner than Actual Budget when adding a lot of accounts (especially when it’s both me and my wife).

Being able to create parent categories similar to how the budget categories work would be SUPER helpful. Thanks for listening.

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