Ability to organize accounts
complete
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Colin Page
Currently, accounts always appear in the order in which they were entered, which doesn't usually have any rhyme or reason. Would be great to be able to sort accounts by owner, type, tax status, or even just a drag and drop so that advisor could customize whatever order they or the client prefer..
Taylor Stewart
marked this post as
complete
Accounts are now sorted in the same order as the account type dropdown list. We'll revisit other filters in the future
Taylor Stewart
Colin Page agreed it shouldn't be based on the order you add it. What default order do you think is best? We're planning on following the account type dropdown list (e.g., investment account type screenshot attached).
For the filtering, do you want to filter for all of the account groups at the same time (i.e., the whole balance sheet, cash, investments, loans, etc.) or each section one at a time (e.g., Investments, but not cash). The main tradeoff I'm considering is UI. Adding filter toggles for each account grouping would add clutter but if you think theress a strong planning reason to filter each account group, we can consider it.
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Colin Page
Taylor Stewart - using the order of the account type drop-down is perfect. Just so there's some organization, which will make finding and updating accounts easier.
I'm not sure full filtering capabilities are needed if it clutters the UI, especially on the balance sheet or accounts list. It would be cool on the investment planning tab if you could filter by tax status (e.g. show all tax free accounts, vs. all taxable assets) quickly rather than checking those individual toggle boxes, but that's definitley not a high priority item.