Add the ability to hide *ANY* account

RobWilk
RobWilk Superuser ✭✭✭✭✭
edited November 20 in Feature Requests

Hiding closed accounts, which is now there, is terrific. It gives me what I need right now.

However, some people have requested the ability to hide -any- account, so I created this idea post to collect votes. I think this might be under Settings→Accounts, and there would be a menu setting on each account to hide an account (maybe checked/unchecked). For hidden accounts, I might like the option to pull up the account registers from settings→accounts.


Rob Wilkens

11 votes

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Comments

  • spyderdan
    spyderdan Member ✭✭

    Agreed. I would also like the ability to hide certain open accounts that I want to keep in the system, but don't wish to see them cluttering up my sidebar.

    I have various store cards (Home Depot, Best Buy, etc) that I keep open just in case I want to take advantage of promotions they run for card holders at times, but generally speaking these account are basically unused. I can unhide them if they come back into use and that would be fine.

    I would also be ok with the option to simply "Hide accounts with zero balance" to achieve my same goal

  • Flynn1982
    Flynn1982 Member

    100% - Upvoted…

  • Philk
    Philk Member ✭✭
    edited November 22

    I agree that hiding certain accounts would be helpful to give focus to those that are most used and important. I submitted feedback to create a favorites group, which could highlight at the top of the list the accounts of most importance.

    If you are familiar with Microsoft Outlook, they use a favorite at the top, see attached. I have multiple email accounts and want to see the inbox at the top for each so I don't have to scroll through all the clutter of folders etc.

    Same problem exist in Simplifi …accounts grouped by type, mixed with accounts that are seldom used but want to monitor or otherwise keep.

    I hope my example here resonates with the intention of those who want hide accounts…but maybe highlighting important accounts is another way tackling the problem, by pushing them down, but not out.

    Think of the folders as accounts in this example:

    -Phil-

    Former Quicken Desktop user 1984 -2023. Currently Testing Simplifi as its replacement.

  • y11
    y11 Member

    I understand there's already suggestion to sort accounts in account list by balance (please do it as well), but what Mint Extension back in days also helped was hide zero balance credit cards. This helps users with multiple credit cards (I have 20+ between myself and spouse) that are not actively used, but want to keep eye on it — just in case fee gets charged or fraud activity.

    https://fixingmint.wordpress.com/2014/02/07/hide-credit-card-accounts-with-zero-balances/

  • ajbopp
    ajbopp Member ✭✭✭✭

    I like this idea!

    Anthony Bopp
    Simplifi User Since July 2022

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    Got my vote. This might be helpful.


    Rob Wilkens

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    edited November 27

    Hey everyone!

    To be clear, are you all looking for the ability to automatically hide credit cards with a $0 balance from the Accounts List? Otherwise, I'd suggest merging this request with the existing request for the ability to hide any account from the Accounts List, as this will give you full control over which accounts to hide:

    [removed link to merged thread]

    Please let me know, thanks!

    -Coach Natalie

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭

    In retrospect, I thought most of my credit cards are usually at $0 (I don't carry balances generally) - and to make things worse, I usually manually enter transactions ahead of them downloading (which would be difficult if it was hidden automatically at $0). I'm retracting my vote.


    Rob Wilkens

  • y11
    y11 Member

    Yes would like to see option to display credit cards with balance only.

  • Philk
    Philk Member ✭✭

    I'm struggling to fully support hiding any accounts, but if this was the only alternative it's better than nothing.

    Currently grouping accounts by account type makes a mess, or otherwise complicates focusing on accounts that matter the most.

    Institution Logo Icon next to account name could be helpful…using an emoji sure has helped to bring focus.

    I posted a suggestion about a custom Group (favorites) where users could select which accounts in which order they'd like to view from the top down. Another way this could be accomplished is having an option for removing account groups and some way of arranging them, such as an inactive group and or a favorite group.

    Any transaction coming in should be detected in the transaction list, essentially the first line of defense for surprise charges for any account.

    I support moving accounts with a zero balance to an Inactive Group and have the option of stashing other account there as well to bring focus to accounts of most importance.

    -Phil-

    Former Quicken Desktop user 1984 -2023. Currently Testing Simplifi as its replacement.

  • RobWilk
    RobWilk Superuser ✭✭✭✭✭
    edited November 28


    Rob Wilkens

  • Philk
    Philk Member ✭✭

    Thank @RobWilk . I will go support remembering state of list. Any option simplifi can give us to see and sort our data, such as an option ungroup…collapese some, but not others…then leave it as it is set…is a great idea!

    -Phil-

    Former Quicken Desktop user 1984 -2023. Currently Testing Simplifi as its replacement.

  • JWV
    JWV Member

    This is a must!