add "account type" and "owner' to the account summary right menu | Feature Requests

add "account type" and "owner' to the account summary right menu

Andrew Mickley

i believe the only place these two dropdown options exist are in the "profile" -> accounts -> by category. I have to dig and search for this everytime. Both dropdowns should be in the right pop-out menu whenever you click on an account throughout the app

A day ago

Taylor Stewart

Andrew Mickley so that is intentional. both the owner and account type change the types of input fields that populate below it. We made this irreversible to avoid confusion of having a lot of your inputs erased (e.g., imagine you populate a 401k for John, and then change it to a brokerage account for Jane. Everything changes). We can certainly add it is a displayed field in the side drawer though. would that help?

Andrew Mickley

Taylor Stewart I would love for the ability to change both and then just have a pop-up or warning that fields will change and/or be erased.
Like I imagine if you change it from a 401k to a 403b nothing is lost. But you change from 401k to checking, it would erase some stuff not applicable to that account. That's fine honestly. As i've been importing stuff, sometimes Dora gets it wrong and rather than just a quick toggle i have to add a new account and delete the old account (or ask dora to change it -- but overall shouldn't have to rely on dora to do things).
also your example of changing from a 401k john to brokerage jane, can't you do that today in the profile -> accounts -> by category tab? if you do that change there's no pop up that anything is lost or changes.