Sub Account grouping on left pane

Jason's Avatar

Jason

28 Jul, 2021 02:36 PM

I'd like to make heavy use of sub accounts, that is credit card accounts which are a parent of another account.
For example, I made a Liability account called "Business 1", then added 2 credit cards whose parent account is Business 1.
I did the same for "Business 2".
However, when I look at the summary pane on the left, the 4 credit cards are groups together with no distinction between them.

Is there a way to group them together into their relevant parent accounts, or at least re-order them, so I can visualize them better?

  1. Support Staff 1 Posted by Ethan on 01 Aug, 2021 11:30 PM

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    Hmm, in general child accounts should appear under their parent accounts, if I'm understanding the place you are describing. Can you attach a screenshot of what you are seeing and describe how it is incorrect? If you're not sure how to take a screenshot, please see http://www.take-a-screenshot.org/

    Ethan
    Infinite Kind Support

  2. 2 Posted by Jason on 03 Aug, 2021 07:30 PM

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    I've added a screenshot to better visualize it..

    MD does group the child accounts together, but the issue is it doesn't actually show the parent account in any meaningful way. Sort of like a File Explorer with Folders, you click the branch to expand it - there is nothing like that in MD, so it's difficult to see where one Business's accounts end and another begins.

    Is this possibly an option I just need to enable somewhere in Preferences?

  3. 3 Posted by Jason on 13 Oct, 2021 06:19 PM

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    Any further thoughts on this? I was hoping the new 2022 version would have improved grouping of child accounts or an option to expand/collapse parent accounts

  4. 4 Posted by sth on 15 Oct, 2021 12:57 AM

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    Haven't seen this but it is definitely not an option. It looks like the parent account is missing. It appears that the accounts are grouped by parent, but there is no entry for that parent. Possibly an unreported bug? The new 2022 version has nothing in the release notes about this and I don't think it has been worked on lately.

  5. 5 Posted by Jason on 15 Oct, 2021 01:11 AM

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    You might be right that it's an unreported bug.. I've been using MD since 2017 and have never seen any Parent Account entries on the left side bar, only the small indent shown in the previous screenshot.

    I've actually increased the number of accounts I am managing now (over 30+ credit lines for different purposes) so it is even more cumbersome than before.

  6. 6 Posted by dwg on 15 Oct, 2021 01:50 AM

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    In theory, based on the display, the account shown above the Biz1 box should be the parent account.

    If you go into the account info screen, for each account, it will show what the parent account it. Note that the parent account must be the same type of account as the child.

  7. 7 Posted by Jason on 15 Oct, 2021 02:01 AM

    Jason's Avatar

    @dwg thank you for this insight, it has solved (or at least identified) my issue!

    The account above Biz1 is not the parent account, it's just the last alphabetical credit card listed.

    I see what you mean though - I did a test where I edited the cc account to be a sub account of another cc account, and it does nest them correctly. What I had done was create Biz 1 as a Liability, then added its Credit Card accounts to it as a sub-account.

    What I SHOULD have done was create a blank Credit Card account as a placeholder for Biz 1, then nest all its associated cards into it.

    So while it's not a bug, per-se, I feel like the Parent Account selection should be limited to the Account type you're trying to create, in order to avoid seeing this potential display problem.

    Thanks again!

    PS. I do still wish you could collapse/expand these parent accounts. It's now better organized but still way too long of a list for me.

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