Show Account name instead of type in net worth
complete
M
Minijohn
As I import more and more accounts I find my self lost in the net worth tab as it groups by ACCOUNT TYPE.
Would be awesome if that would be the account name/display name
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A
Andrew
+1 for this.
Currently, in "Net Worth" I can click on "View/Edit Data" and then use the filter to remove accounts. But when I flip back to "View Chart" that filter disappears and is replaced by a not-very-useful "filter by type".
Use case: I have a few retirement accounts I'd rather forget about. I don't want to think about them until I retire, so I want to focus on continuing to grow my net worth, excluding those from the calculation. At present, that's quite difficult in Lunch Money - to the point that I'm thinking my only option is to delete their connection to Lunch Money altogether!
I would rather be able to tell Lunch Money's "Net Worth" module to exclude them, and have that preference remain in place. (Ideally, this shouldn't be a one-time filter, but rather a "sticky" setting, implemented either in the "Net Worth" module or in the settings for each account itself.
Thanks!
Jen from Lunch Money
marked this post as
complete
[We are cleaning up our feedback board, so you may see a rise in activity on old feature requests that we might have missed before!]
This feature request has already been implemented! Within the Net Worth Tracker, you're able to see data broken down by individual account.
Feel free to re-open a new feature request or contact us at support@lunchmoney.app for further assistance. Thank you for taking the time to share your feedback!
M
Marie-Louise Brunet
I agree with this! I have a lot of investment accounts and its hard to tell which one is contributing to my net worth growth or decrease in a way that allows me to take action.
C
Chad Keck
I definitely like it broken out as Account Type, but I can see the reason/request around showing the account name/display name as well. Perhaps a toggle between the two?