Link to Account in Plan View from Current Finances

Early Access

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Link to Account in Plan View from Current Finances

It would be great to have a link/dropdown of links for each account in the Current Finances view that connects to each instance of that same account in each Plan that includes that account.

2 votes

Tagged as Suggestion

Suggested 12 March 2024 by user Nic Johnson

Moved into Early Access 29 October

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12 March 2024 Nic Johnson suggested this task
12 March 2024 Kyle Nolan approved this task
29 October api-admin moved this task into Early Access
api-admin

In v5 Early Access now: an account is one shared item on the Net Worth page, and its Plan tab holds that account’s settings for the selected plan, so there is no separate copy to link to.

29 October