It would be nice to be able to take multiple accounts in certain categories and organize them by person. I have multiple accounts I’m tracking and would like to head them under different people in our family

The ability to separate Checking and Savings from depository into their own sections

The ability to sort accounts from highest balance to lowest.

An option to separate accounts beyond their type. For example, separating loan accounts by their specific type such as private or federal loans.

Choose the order of accounts

Be able to not only re order account to user preferences, but also change the type of an account. Say, an account is checking, but for budgeting purposes you want to consider it a saving account.

Introduce a feature that automatically or manually separates different types of deposit accounts, such as HYS accounts, CDs, and standard checking accounts. This will enable users to view the total balance of each account type instantly, eliminating the need for manual calculations.

Feature that allows users to categorize accounts into custom groups (e.g., emergency fund, retirement, non-retirement, college fund, crypto) and view the total dollar amount and percentage allocation of each category.

In the “Accounts” view, allow user to group accounts into custom categories just like grouping expenses into custom categories.

Would love the ability to group certain accounts under the other category as it is helpful to track where I am spending money but don’t want to use “other” as a catch all