Skip to content

Account subgroups and hierarchical grouping in Reports

Feature Requests

We review feature requests regularly to discuss with our product team. Your ideas and votes are important for helping us to prioritize our product roadmap. Keep the suggestions coming!

0 votes

Account subgroups and hierarchical grouping in Reports

It would be useful to be able to create subgroups within account groups on the Reports page, so accounts can be organized hierarchically rather than all appearing at the same level. For example: a Banking group could contain Checking, Savings, and CD subgroups; an Investments group could contain Retirement and Active Trading subgroups. This would make it easier to view immediate vs short-term vs long-term cash without everything being flattened into a single list.

Yuval Shuminer shared this idea

Leave a Reply