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Account Categories
I would like to have the ability to categorize my accounts.
For example:
- Savings accounts
- Checking Accounts
- Credit Card Accounts
- Loan Accounts
- Investment Accounts
For example:
- Savings accounts
- Checking Accounts
- Credit Card Accounts
- Loan Accounts
- Investment Accounts
I’m indifferent
1
person likes this idea
I like this idea!
Tell me when this idea gets some attention.
The more people who like this idea, the more it gets noticed.
The more people who like this idea, the more it gets noticed.
The company implemented this idea.
Create a customer community for your own organization
Plans starting at $19/month
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Inappropriate?I think this feature is already available. Once you assign a type, they are categorized and grouped on the left side of the screen. -
Inappropriate?Yes, just click on an account and edit its "Type". As Eric mentioned, you will see a categorized list on the left side of the page
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EMPLOYEE
