Melissa O Aboitiz's Avatar

Melissa O Aboitiz

24 Oct, 2019 03:04 AM

hi. is there a way to group investment accounts. Right now I have them all on the side bar. It would really help if we could put these in a folder or at least organize by bank

  1. 1 Posted by derekkent23 on 24 Oct, 2019 07:07 AM

    derekkent23's Avatar

    I am not support staff, just a user.

    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.

    Hope this helps.

  2. 2 Posted by Melissa elizald... on 24 Oct, 2019 07:16 AM

    Melissa elizalde's Avatar

    But this is not a feature Of investment accounts

    Melissa Aboitiz Elizalde
    [email blocked]

  3. 3 Posted by dantdavis on 10 Nov, 2019 06:39 AM

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    Great thread. Parent/child accounts seem to work for every account type except investments.

    For me, it was cool to just know this was a feature, but yes, why are investment accounts left out?

  4. 4 Posted by dwg on 10 Nov, 2019 08:48 AM

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    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.

  5. 5 Posted by Melissa elizald... on 10 Nov, 2019 09:26 AM

    Melissa elizalde's Avatar

    I totally agree. We should be able to organize investment accounts. At least by bank name

    Melissa Aboitiz Elizalde
    [email blocked]

  6. 6 Posted by dwg on 10 Nov, 2019 10:03 AM

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    That is one way they could be organized, although I was thinking along the lines of separation into categories like Direct shares, Mutual Funds, Retirement Investments etc

  7. 7 Posted by Melissa elizald... on 10 Nov, 2019 10:29 AM

    Melissa elizalde's Avatar

    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

    Melissa Aboitiz Elizalde
    [email blocked]

  8. 8 Posted by dwg on 10 Nov, 2019 07:55 PM

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    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.

  9. 9 Posted by Melissa elizald... on 11 Nov, 2019 12:03 AM

    Melissa elizalde's Avatar

    If you check out Banktivity you can put the accounts on the side bar in folders.

    Melissa Aboitiz Elizalde
    [email blocked]

  10. 10 Posted by dantdavis on 13 Nov, 2019 12:58 AM

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    My impression is this is a good way to organize non-alphabetically through grouping.

    Is there a way to collapse the group similar to how you can collapse/expand BANK?

  11. System closed this discussion on 12 Feb, 2020 01:00 AM.

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