Account Sub-Category Groupings

cdodsonva

It would be helpful to allow the creation of custom account categories to group accounts. For example, I have eleven (11) 529 plans I set up for my grandkids. Each account is set up separately under Investing. It would be helpful to be able to group all of these accounts under a custom subcategory under Investing so that account totals would be displayed.

Captain Tim

I second this. I suggest thin divider lines surrounding the group name (which would appear under the Brokerage group). It would probably be a good idea to italicize the text as well (to make the custom group-name stand out from the standard text). Here's an example:

>Investing $1,000,000

Brokerage

—— Managed Accounts ——- (this would be a custom-created group by the user)

Account 1

Account 2

Account 3

—- Day Trader Accounts —- (again, a custom-created group by the user)

Account 1

Account 2

Account 3

Retirement

My Roth IRA

My 401(k)

I suppose you could do the same thing (divider lines) for the Retirement category under Investments.

Bonus points for displaying the total value of the user-created investment group when hovering over the name of each group (like when I hover my mouse over the word "Brokerage" and also separately the word "Retirement").

Thank you for listening!