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Allow users to assign manual accounts to an "Institution" and edit account details after creation #859

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zachgoll opened this issue Jun 11, 2024 · 0 comments · Fixed by #868
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@zachgoll
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CleanShot 2024-06-11 at 09 00 31

Feature Overview

Currently, account management is limited to "manual" accounts that cannot be edited after creation and cannot be assigned to any institution.

Requirements

If there is a missing / incorrect requirement, please leave a comment before starting work on this.

  • Can manage a list of institutions in settings (similar to Tags, Categories, Merchants)
  • Can edit account details after creation (name, institution)
  • Can assign an Institution to an account, which will then become the "grouping" in the accounts management view
@zachgoll zachgoll added this to the v0.2.0-alpha milestone Jun 11, 2024
@zachgoll zachgoll self-assigned this Jun 11, 2024
@zachgoll zachgoll moved this from Ready to In Progress in User and Family Settings Management Jun 12, 2024
@zachgoll zachgoll linked a pull request Jun 13, 2024 that will close this issue
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