Suggestions

:speech_balloon:

Household total by account type

I’d like to quickly be able to see household total balance by account type (i.e., 401k, Roth IRA, Roth 401k, Taxable, etc.). This could be an account setting (household or individual) or a toggle button if people value flipping this on and off.

3 votes

Tagged as Suggestion

Suggested 11 December 2022 by user Mike Norfleet