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Filter Cake by account group
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,…
126 votesAs you may have seen in your app, Account Groups are live! 🥳
You can now separate your shared, business, personal or other accounts. 😎 Check it out or update your app to explore this cool new feature!
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Show the current balance for an Account Group
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.
Users who want to see their total balance (net worth) at a certain time will be able to use an account group with every single account.
5 votesAccount Groups are live! You can see the total balance of a group on the transaction list view.
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