Add the ability to change and customize the section that an account is listed under in Accounts.

With a lot of accounts the existing grouping by account type is nice but not really the best way to monitor frequently used accounts.

Typically a few accounts are most active and/or important, spread across the various account types, and checking these requires searching around the account list.

It’d be great to favorite a few accounts and have them appear additionally in a favorites group, above the existing account types.

I’d like to be able to separate out my accounts in my own preferred groups: eg emergency savings vs day to day vs my HSA accounts for cash accounts and retirement/non retirement for investments.

When adding a 401k account, copilot found my HSA account as well with the provider/bank. It categorized all the accounts as investment. However, I want the HSA account to show up under “depository” in copilot. I wish there was an option to manually override the account classification (credit cards, depository, investment, etc.) for all accounts. For example, in account management page, include an option to move it to a different category/classification.

I have an appliance loan account which is technically on a credit card but it’s really a loan and it would be great to be able to move the account manually

It’d be nice to be able to manually arrange the list of accounts (e.g., move my checking account above my savings account, change the order of credits cards, etc.)

Fidelity in particular blurs the lines between cash, savings, and investment accounts, and I have about 10 all for different purposes of organizing my assets. They’re mostly incorrectly sorted in this app so I’d like to be able to recategorize them as needed.