Add user naming of Home Page account groups

avp2's Avatar


05 Sep, 2009 11:27 PM

Add user naming of Home Page account groups, vs the built-in fixed names (which are really types), and allow them to be the "parent" of any other account, regardless of type. This would greatly enhance the "overview" utility of the Home Page.

A retirement account, for instance, could then be easily be viewed in terms of allocation and total value for both main and desired sub-groups, such as funds (both investment and bank), CD's, stocks, bonds, annuities and liabilities (loans) at multiple different institutions.

  1. Angie Rauscher closed this discussion on 30 Apr, 2010 05:55 PM.

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