Left pane account grouping

roneydxb's Avatar


30 Mar, 2019 05:24 AM

I've made some suggestions earlier regarding account grouping in the left pane. This goes back from 2013 and was upvoted by several others. However, i see nothing as company of it as yet -- and that discussion is closed.

The request is for the LEFT PANE to have collapsible/grouped folders.

An much easier alternative to implement may be to display the MIDDLE PANE of the Summary Page on the left ? But it needs to be always visible on all screens. The middle page already has the grouping/collapsible option ( when accounts are created with the parent account option ) - so this might be an easier method ? I'm sure everyone using Moneydance will see this as a very positive and practical change.

  1. 1 Posted by Henry on 03 Apr, 2019 01:43 PM

    Henry's Avatar

    Hi Roney,

    Thank you for contacting us.
    You are correct a ticket was opened in our ticketing system, however this was not implemented, I have added your comment of the middle pane, to the ticket for the developers to have an additional option.

    I apologize for the lack of activity on this suggestion.

    Infinite Kind Support

  2. 2 Posted by roneydxb on 03 Apr, 2019 01:51 PM

    roneydxb's Avatar

    Thanks Henry,
    I am confident that this will be a welcome change to many -- once they get
    to see how useful it can be. My earlier email regarding the search box will
    compliment this feature even more.


  3. 3 Posted by avp2 on 28 May, 2019 03:25 PM

    avp2's Avatar

    And, if a user could put any account (regardless of type), or other groups, into a user named sidebar group (with totalization for "rolled up" groups), that would be even better. A great example would be a retirement group with bank and investment accounts for husband and wife subgroups.

  4. System closed this discussion on 27 Aug, 2019 03:30 PM.

  5. roneydxb re-opened this discussion on 21 Mar, 2021 02:29 PM

  6. 4 Posted by roneydxb on 21 Mar, 2021 02:29 PM

    roneydxb's Avatar

    Hello. Please could you also look into this again. Dont know why this is closed.

  7. Support Staff 5 Posted by Ethan on 21 Mar, 2021 08:19 PM

    Ethan's Avatar


    The suggestion ticket is still open. All threads on our site automatically close after 13 weeks. This does not close a feature request itself.

    Infinite Kind Support

  8. System closed this discussion on 20 Jun, 2021 08:20 PM.

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