Loading Profile...
Ability to Close/Hide Accounts
It would be great if Cha-Ching had the ability to close or hide an unwanted accounts.
Just this week I closed some old savings accounts that a no longer use. Because I have historic transfer transactions to and from these savings accounts to other accounts within Cha-Ching I can't delete the old accounts outright since (I am assuming and correct me if I'm wrong) the transfer transactions would get deleted also.
What I would like is either the ability to hide these old accounts from the accouns list or close/archive them in some way which would maintain the integrity of the transfer transactions on the live accounts.
Just this week I closed some old savings accounts that a no longer use. Because I have historic transfer transactions to and from these savings accounts to other accounts within Cha-Ching I can't delete the old accounts outright since (I am assuming and correct me if I'm wrong) the transfer transactions would get deleted also.
What I would like is either the ability to hide these old accounts from the accouns list or close/archive them in some way which would maintain the integrity of the transfer transactions on the live accounts.
I’m confident
3
people like this idea
I like this idea!
Tell me when this idea gets some attention.
The more people who like this idea, the more it gets noticed.
The more people who like this idea, the more it gets noticed.
The company has this under consideration.
-
Inappropriate?Now that accounts don't show up in the sidebar by default I have basically achieved this by only adding the accounts I am interested in to the sidebar.
I think they should still show up in Accounts because it is not logically to completely hide them1 Comment
Add a comment
This is one of the best points
-
Not really, if an account is closed/shut down why would I need to see them in the accounts view? I was thinking of a checkbox that would toggle the show hide/show of closed accounts. For historic purposes I don't want them deleted though. -
Inappropriate?I have considered adding a "closed accounts" section to cha-ching. This would allow you to close an account but still have access to all of that accounts transactions and information.
It isn't a high priority at the moment but it could be a pretty nice feature for the future.
I’m happy
-
Inappropriate?I'd also like the ability to hide accounts. -
Inappropriate?I would like this ability as well since I've got 3 closed accounts, but don't want to delete them either.
I’m excited
EMPLOYEE
