Filters: Allow Entire Account Groupings to Be Selected (edited)

patg
patg Member
edited January 4 in Feature Requests

Currently transitioning from Mint to Simplifi and testing the reports functionality. Other than the ability to save custom reports, one feature that would be very useful to me is the ability to select entire groupings of accounts in the reporting filters, more specifically to view credit card spending over time across all credit card accounts without having to select each credit card account. I have over 10 credit cards and 50+ accounts, which makes it cumbersome to have to do this each time i want to view a spending report.

The same logic would apply for say all income across all bank accounts, or all net worth across all investment accounts.

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