Customized Account Role (of Asset Account)

[jxtxzzw]

Support guidelines

• I've read the support guidelines
• My request is not listed as a very good idea, but unfortunately...
• I've used the search and this has not been requested before.

Description

Can we add more Account Roles (e.g., ccAsset, savingAsset)? I would prefer an editable page just like we customize the currencies (e.g., USD, CAD).

The reason here is I basically put ccAsset to all my credit cards, and savingAsset to all my Checking/Saving accounts. For all other accounts, for example, PayPal, or my re-chargable transportation card, I have to use defaultAsset.

I would expect a new role, maybe "onlineAsset" to tag my PayPal balance, or Apple Wallet Cash Balance, and "prepaidtAsset" to tag my transportation card or my shopping card.

Solution

Probably we can reuse the page and logic of customizing currencies.

What are alternatives?

Well, the alternatives may be doing nothing and still using "defaultAsset" for all accounts.

Additional context

Logic, UI, and DB, may be similar to what we have already done for currencies. One issue on my mind is about the translation / locale. It's okay to use alphabet "USD" / "EUR" / "CNY" for all languages without translactions, but for account roles, it's better to display in people's own languages.

[github-actions]

Hi there!

This is an automatic reply. Share and enjoy

This issue has been marked as an enhancement. The requested enhancement to an existing feature will become a part of Firefly III or the data importer in due course.

If you come across this issue, please be aware there is NO need to reply with "+1" or "me too" or "I need this too" or whatever. Such comments are not helpful, and do not influence the roadmap. Your comment may be 💀 deleted. You can subscribe to this issue to get updates.

Thank you for your contributions.