Add Accounts View (Category View but for Accounts)
Brandon Trautmann
Lucy Vuong thanks for submitting the request! I wanted to just clarify/confirm the following:
- Today, Category Views allow you to select a group of categories or category groups and use them across the app in different features.
- On the other hand, there is no such thing for accounts. Accounts are currently selected on a per-chart basis on reports, and manually in places like Income v Expense report and Frugal Months.
What I think you're asking is to combine these concepts, so you might have a single "View" that has both accounts _and_ categories selected? Is that correct? Or were you envisioning that these would remain separate concepts, and you might have an Accounts View and a Category View? The latter seems potentially more flexible (sometimes we may want to select accounts but not categories, for example) but I'm curious what you were thinking!
Lucy Vuong
Brandon Trautmann Hi Brandon! You are absolutely right. What I am trying to achieve is something similar to the utility of the YNAB reports via web. It would be cool to be able to filter and save a “view” that breaks down the spend in selected
accounts
. This allows us to:- understand redistribute funds at the end of the month based on our ability to figure out how much each partner spent towards mutual categories
- maintain financial independence by making more efficient budgeting decisions within our personal categories
- have a quick sum of how much cumulative spend we have achieved in each credit card to reassess our credit card strategy.
I am very new to Lumy for YNAB so I hope that this makes sense and that I am going about sharing my thoughts and feedback through the proper channels! Cheers🥂