Nov 16
Different Account Types
I would like to eventually see some more options regarding debt pay down and changing the types of accounts that are linked (checking, savings, liability, credit card, etc)
Completed
Dec 21, 2024
I'm getting started on this now. You'll soon be able to choose between the following account types: checking, savings, cash, cash management, cd, money market, other banking, credit card, line of credit, other credit. In a future update, we'll add the ability to track assets like investments or vehicles. Will keep you posted 🫡
Done ✅ Version 1.46.0 is ready! Update now to explore the new account types. More features related to these account types will be coming in future updates, so stay tuned. What has changed: At the moment, selecting an account type does not change much. You will only see it in the Account Edit screen. However, setting your account type now will prepare you for the upcoming features. On the backend, I ran a script to assign account types based on the best match. If something seems incorrect, such as a Savings account being assigned as a Checking account, I apologize for the mismatch. Please make any necessary adjustments yourself. Let me know if you encounter any bugs. This was a significant update. Thank you, Karis, and everyone who voted for this feature! 🙏