Open Roadmap - Cake


Open Roadmap - Cake

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  1. I would like to filter the views in Cake to show only a specific account, or a group of bank accounts. We will refer to this as account groups in Cake.

    In the current implementation, I always see the view of all connected accounts. I would like to look at the details of a single account, or of a group of accounts; for example all personal, shared, or business accounts.

    The views include the journal, and the insights and reports on the dashboard.

    Note: We will introduce default groups for all personal and all professional accounts. In addition to this,…

    106 votes

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  2. I would like to see the total balance (sum) of all bank accounts in an account group.

    Note: We will introduce default groups for all personal and all professional accounts. In addition to this, the user can create any account group combination.

    4 votes

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