Group assets in net worth into custom categories | Feature Requests for Mobile App

Group assets in net worth into custom categories

Nikita

For example, group all my retirement accounts (multiple 401Ks) into 'Retirement' category

Juliet

Merged in a post:

Investment account grouping

Danny

I want to be able to group different investment accounts manually (exs: HSAs, 401ks, IRAs...)

March 16, 2026