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Sub-Groups for Different Banks in Accounts List [edited] (2 Merged Votes)

Morlock

I have accounts from different banks, and being able to sort accounts by bank would be good.

example:

Cash and Checking
>XYZ Bank
>>Checking
>>Join Checking
>ABC BANK
>>Checking

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Active

Feature Request

Accounts

Status: Active

Comments

Morlock

I'd like to be able to see my accounts in a nested list, by institution, on the regular sidebar. example:

1st Bank Name
- Account name
- Account name

2nd Bank Name
- Account Name

being able to see which accounts are with which bank would be fantastic, and being able to collapse that list and be bale to see all transactions at a specific bank from every account there.

Coach Natalie

Hello All,

The Community Support Team reviews long-standing Idea posts for relevancy and current interest. This Idea seems to have fallen stagnant and we would like to gauge the current level of interest in this request.

If you would like to see this Idea implemented, please add your vote and a comment explaining how this request would be beneficial for you. More details on voting for Idea posts can be found in our FAQ here.

Thank you,

Simplifi Community Support Team

SanMarzano

I accomplished this by renaming the accounts

USAA-Checking1

USAA-Savings

Chase-Checking

etc. it automatically groups them in alphabetical order

Coach Natalie

Hello All,

Thank you,

Quicken Simplifi Community Support Team