I looked through Trello and here, and didn't see this so I'm posting.
I came across this after importing from YNAB4. I have a number of closed accounts for one reason or another all of which imported from YNAB4. They were imported correctly as in they are in the "closed account" drop down menu. However they still show up in my list of accounts that I can transfer to/from. I'm thinking these shouldn't be there 1) because it's a list of accounts I don't need in my way and 2) so moving money into closed accounts isn't even an option.
I actually don't think this is a bad thing.
I used closed accounts in YNAB4 to group together accounts that I don't frequently use, but still periodically use. Mostly various checking or savings accounts that I open for a short period of time to earn a sign-up bonus. Once I am done with the account, I move all the transactions into the main savings account I use and then delete the account.
If I could group accounts within the budget accounts or off-budget accounts section, I could do exactly what I would like. Since I cannot, I used the closed accounts group as a way to split my budget accounts into two groups.
Another vote to remove them, or even better have the option to remove them.
I also noticed this after importing as I had several closed accounts. For now I have prefixed all my closed accounts with zz so they drop to the bottom of the list, better than it was.
Quote from: Joel on November 28, 2016, 03:32:12 PM
I used closed accounts in YNAB4 to group together accounts that I don't frequently use, but still periodically use. Mostly various checking or savings accounts that I open for a short period of time to earn a sign-up bonus. Once I am done with the account, I move all the transactions into the main savings account I use and then delete the account.
If I could group accounts within the budget accounts or off-budget accounts section, I could do exactly what I would like. Since I cannot, I used the closed accounts group as a way to split my budget accounts into two groups.
Since these are accounts you use, by default aren't they open (not closed)? When you're finished with them you can close them. If you want them again in the future open them back up again. Maybe I'm missing something with your use of closed accounts.
Quote from: ottyacat on November 28, 2016, 03:40:23 PM
For now I have prefixed all my closed accounts with zz so they drop to the bottom of the list, better than it was.
I do like this workaround for now. Good idea.
Keep the closed accounts as a transfer destination, but override the alphabetical sorting and force them at the bottom of the list?
Quote from: Bruce on November 28, 2016, 04:33:11 PM
Quote from: Joel on November 28, 2016, 03:32:12 PM
I used closed accounts in YNAB4 to group together accounts that I don't frequently use, but still periodically use. Mostly various checking or savings accounts that I open for a short period of time to earn a sign-up bonus. Once I am done with the account, I move all the transactions into the main savings account I use and then delete the account.
If I could group accounts within the budget accounts or off-budget accounts section, I could do exactly what I would like. Since I cannot, I used the closed accounts group as a way to split my budget accounts into two groups.
Since these are accounts you use, by default aren't they open (not closed)? When you're finished with them you can close them. If you want them again in the future open them back up again. Maybe I'm missing something with your use of closed accounts.
I don't use the closed designation because the accounts are actually closed. My budget accounts include my checking account and my various credit cards that we record spending on. My "closed" accounts include my savings account, and various checking/savings accounts used to earn bonuses. The reason I use these accounts as "closed" is because I would like to be able to easily see the subtotal of the amount left in my checking account if I had to pay off all my credit card balances at this moment. I try to keep the checking account balance high enough to cover all outstanding credit card purchases, and push any excess to my savings account.
So my use of the "closed" account group is to easily subtotal my budget accounts into two different groups. If that was an option, it wouldn't matter to me. Currently, YNAB does not allow transfers to closed accounts, but it's always frustrating as I have to manually type the "Transfer : Ally Bank" into the payee field since it is not shown in the drop down.
Quote from: Joel on November 28, 2016, 06:50:30 PM
I don't use the closed designation because the accounts are actually closed. My budget accounts include my checking account and my various credit cards that we record spending on. My "closed" accounts include my savings account, and various checking/savings accounts used to earn bonuses. The reason I use these accounts as "closed" is because I would like to be able to easily see the subtotal of the amount left in my checking account if I had to pay off all my credit card balances at this moment. I try to keep the checking account balance high enough to cover all outstanding credit card purchases, and push any excess to my savings account.
So my use of the "closed" account group is to easily subtotal my budget accounts into two different groups. If that was an option, it wouldn't matter to me. Currently, YNAB does not allow transfers to closed accounts, but it's always frustrating as I have to manually type the "Transfer : Ally Bank" into the payee field since it is not shown in the drop down.
That all makes perfect sense. I can see where being able to group "open" accounts into say "Spending" and "Savings" groups would be a nice feature.
I think what I'm going to do is only allow using transfers to open accounts. The intent of closed accounts is to preserve old history without cluttering your everyday entering of transactions which feels important to me.
Does it make sense to keep it alphabetical or sort it as according to the left nav (on budget sorted, then off budget sorted, like the account dropdown)?
EDIT I'm leaning toward the latter for consistency.
Quote from: Alex on November 28, 2016, 07:22:39 PM
Does it make sense to keep it alphabetical or sort it as according to the left nav (on budget sorted, then off budget sorted, like the account dropdown)?
EDIT I'm leaning toward the latter for consistency.
I'm not sure I understand that question.
Sorry, I meant like the left navigation bar (the green thing).
To rephrase -- does it make more sense to sort "transfer to/from account" under "your payees" dropdown as alphabetical or order in which they are sorted in the navigation bar?
Sorry if I'm not making sense, it's been a long day. :)
I would however like to add a +1 for grouping on or off budget accounts. Maybe a new feature request is in order.
I don't personally have a lot of open accounts, but I know many do. I can see where users could make good use of it and it would be a nice feature offered by Financier that is not offered by some others. 8)
Quote from: Alex on November 28, 2016, 07:33:47 PM
Sorry, I meant like the left navigation bar (the green thing).
To rephrase -- does it make more sense to sort "transfer to/from account" under "your payees" dropdown as alphabetical or order in which they are sorted in the navigation bar?
Sorry if I'm not making sense, it's been a long day. :)
Quite understandable. You're working at least two jobs that I know of. :-\
Off the top of my head I'd say in the order as they are listed in the navigation bar.
Quote from: Alex on November 28, 2016, 07:33:47 PM
Sorry, I meant like the left navigation bar (the green thing).
To rephrase -- does it make more sense to sort "transfer to/from account" under "your payees" dropdown as alphabetical or order in which they are sorted in the navigation bar?
Sorry if I'm not making sense, it's been a long day. :)
I think I would prefer the order in my navigation bar, as I typically order them by frequency of use. However, alphabetical would make sense as well since all other payee dropdowns are alphabetical. I have no strong preference either way.
I would if the order used for categories is consistent with the budget order, than it would make sense to make the transfers consistent with the navigation bar.
Consistency is good.
Another vote for order of the navbar.
Quote from: Bruce on November 28, 2016, 07:36:09 PM
I would however like to add a +1 for grouping on or off budget accounts. Maybe a new feature request is in order.
I don't personally have a lot of open accounts, but I know many do. I can see where users could make good use of it and it would be a nice feature offered by Financier that is not offered by some others. 8)
Like the category grouping (https://discuss.financier.io/index.php?topic=77), I can see its value. I'm one of those who have a lot of open accounts and if they were grouped by say an example, "Investment Property (IP) 1"; "IP 2" etc, this could work but it depending on its layout, this may affect the real estate space on a mobile device.
I was mentioning a feature on reddit for an ability to save custom views for accounts and/or categories (https://www.reddit.com/r/financier/comments/5f52zt/i_wrote_an_article_on_how_financierio_or_ynab_can/dajsvze/) which can work well whether grouping is implemented or not?
Anyway, I vote for the order of the navbar
Should be done in 1.4.0!
https://discuss.financier.io/index.php?topic=171.0
Quote from: Alex on November 29, 2016, 05:02:26 PM
Should be done in 1.4.0!
https://discuss.financier.io/index.php?topic=171.0
Awesome!
All the questions about showing/not showing closed accounts and grouping accounts. Similar to a feature request I put on Reddit last week. Would love to see something like "hidden accounts" for the not-often-but-occasionally-used accounts, as opposed to "closed accounts" for the ones that are actually closed.
There are a few accounts I have for specific purposes that I don't need cluttering everything every day, but having them in the transfer list would be nice.
@jasonb The good news is it's pretty easy to re-open an account (two clicks) and there is no balance or other requirement to close an account. :) So for those few times that happens, I think 2 clicks to re-open, 2 to re-close is acceptable.
That being said, if enough people are annoyed, I can circle back. 👍
The real fix is to have some other way to group accounts so 'closed' isn't used as a pseudo group. Or an 'inactive' group.
That's exactly what I do in YNAB4 at the moment, so you're right, it's not too painful. Just making suggestions for making things better. Probably lower on the priority list than some requests though!
I think the bigger solution of coming up with a way to create account groups, is probably the bigger fix. I like the concept a lot, would be interesting to figure how it would end up working!
Quote from: jasonb on November 29, 2016, 09:57:42 PM
That's exactly what I do in YNAB4 at the moment, so you're right, it's not too painful. Just making suggestions for making things better. Probably lower on the priority list than some requests though!
I think the bigger solution of coming up with a way to create account groups, is probably the bigger fix. I like the concept a lot, would be interesting to figure how it would end up working!
I agree.
But like mentioned, this is something that is nice to have after I'm using financier. I need scheduled transactions, ofx import, and mobile access before I can use the software.
Here here!
Might as well ask for the nice-to-haves while we think of them, is my figuring! I'm sure they will be prioritised appropriately (i.e. please do those three first because when they're in I'll be able to think about using Financier properly rather than just playing like I'm doing at the moment!)