Switch between accounts in Overview
I
Inês
I would like to be able to switch between my different accounts on the Account Overview more easily.
Right now I need to navigate to Account Overview, then click the account I am interested, then go back to Overview, and click again on another account. It would be easier it there was a menu where I could simply select the account(s) I am interested in including in the overview
D
Diogo Cardoso
Hi @Inês,
Thanks for the feedback! I want to make sure I understand what you're looking for.
Are you hoping to:
A) Quickly switch between viewing different accounts one at a time (like a dropdown to jump from Account A to Account B without going back to the list)?
B) View multiple accounts together in a combined overview (seeing data from Account A and Account B side-by-side or aggregated)?
Or maybe both?
Any additional context on your workflow would help us design the right solution.
I
Inês
Diogo Cardoso I initially meant A), but I think combining multiple accounts together would be more beneficial!
The context is: I share a bank account with my partner for shared expenses, and keep my own expenses on a separate account. Having an overview for a specific account is more useful since I like to get a sense at household or personal level.