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

Morlock Member ✭✭
edited July 2022 in Feature Requests
I have accounts from different banks, and being able to sort accounts by bank would be good. 


Cash and Checking
>XYZ Bank
>>Join Checking
7 votes

Active · Last Updated


  • Morlock
    Morlock Member ✭✭
    edited July 2022
    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
    Coach Natalie Administrator, Moderator admin
    edited May 17

    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

  • I accomplished this by renaming the accounts




    etc. it automatically groups them in alphabetical order