You can set up Parent Accounts (dummy accounts) and group Child Account, your real account under them.
Set up a parent account, click ACCOUNT – NEW ACCOUNT to set up a bank account in the normal way. This is a dummy account you never enter any transactions. Example, set up Bank of Fun. You have a number of Saving bank accounts with the bank of fun. To group these accounts highlight each one of these in turn, click ACCOUNT – EDIT ACCOUNT and use the Parent Account dropdown to select Bank of Fun. You can set up as many Parent Accounts as you need. You can even set a chain of dummy accounts, see screen shot. Another useful thing is parent account show the sum of all the child accounts grouped under it.
Investment accounts work in a totally different way to all other account types.
For example Action types drive transaction handling in Investment accounts they do not in other account types. There is a type of parent/child relationship already in investment account as Securities are associated with Investment accounts.
So I do not think the Parent/Child relationship that works for other account is suitable for Investment accounts, however I agree there should be a way of grouping investments under headings, much in the same way that the Asset allocation report works.
on 10 Nov, 2019 10:29 AM
That can be done via types and subtypes. I was looking more on the lines of keeping the sidebar organized. Investment accounts have to be created by currency. So if you have a portfolio with multiple currencies you will end up with lots of separate investment accounts. It would be extremely convenient to keep the accounts in one folder
Yes the report works by using the Types and Subtypes. I was thinking of extending that to the sidebar and summary page, however this discussion shows the different ways that people may like their data to be organised, none are wrong just different.