Filter Bank Account
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Sara Denniston
Would be great to be able to filter bank accounts in my plan, ie I only want to see my everyday business account, not my mortgage account.
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Jane-Farm Focus
complete
Hi, Our last release included the ability to filter by bank account :). Find out more: https://help.farmfocus.nz/en/articles/6950452-filter-by-bank-account
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Andrew Bell
One of the best things about Cash Manager was the ability to filter by bank account.
Jo - Farm Focus
in progress
We are currently working to offer this functionality in plans and it will be available for you to use in early 2023.
Jo - Farm Focus
Merged in a post:
Only show default bank account
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Sarah at Farm Focus
It would be great if the opening/closing balance on the Working Plan only showed my main bank account by default. I have 5 bank accounts and have to expand the balances section every time I want to see the balance on my main account. This takes up a third of the plan screen when I do this. I do want to see all bank accounts when I expand but when collapsed I only want to see my main account.
Jo - Farm Focus
We are currently working to enable filtering by bank account in the Cashflow screen.
It won't include having a default filter however, you will still be able to filter a single bank account within the plan.
Jo - Farm Focus
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Edward Whyte
They say its been planned for months but still nothing very frustrating..
Kylie Meredith
Edward Whyte: Hi Edward, thank you and completely understand the frustration with how long things take. We are working on it along with many other great features. Will keep this updated as we progress, thank you for your patience
Katie - Farm Focus
Hi Nigel, thank you for your feedback. This is currently planned for production. I'll merge your post in with the planned post.
Katie - Farm Focus
Merged in a post:
Filtering acccounts out of Farm Plan
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Sue Miller
I would like to be able to filter my loan accounts out of the farm plan so that the bottom line reflects my bank balance - this was able to be done in CashManager. Would also be vital if I wanted to do a separate plan for each Management tag.
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