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Grouping accounts on the home page

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boingy
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Grouping accounts on the home page

Tue Feb 07, 2023 8:29 am
Is there a way to display/group accounts on the home page in a way that I define?
I've tried categories but it was not really doing want I would like, but maybe I have misunderstood categories!

You can promote accounts by tagging them as "preferred" but I would like to list them in groups, something like:

Main (=Preferred)
--- Current
--- Savings A

Short Term
--- Savings B
--- Savings C

Medium Term
--- Fixed Term Savings A
--- Premium Bonds

Long Term
--- Fund A
--- ISA A
--- ISA B

Pension
--- Pension A
--- Pension B
--- Pension Current


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