Group account types | Voters

Group account types

Thibault Martin

Group payments accounts with credit cards to get a balance of available money vs. saving accounts. In most cases, credit/debit cards are linked to a checking account

December 26, 2022

Jim Appleby

This could help with the breakdown, too. If I had just my business mastercard, business savings, and businesss checking account in a "folder" that were the only accounts used by the breakdown engine when somehow "selected", my personal spending wouldn't cloud the picture of how the business is doing, and transfers between the business accounts and other loan/line of credit/personal accounts whether regular salary, principal, lump payments, or disbursements wouldn't cancel each other out.

Mohamad Elwan

This can also be handled by allowing users to create "Folders", which can be used to group any accounts and the folder balance would show the combination of accounts under it.

Jim Appleby

Mohamad Elwan: Folders could be very versatile. Great for people who want to separate business and personal, or who have more than one business, which would be my use case. People could group in any way that served them, I imagine there would be a lot of different use cases.