[Suggestion] Grouping other subtypes into Checking and Savings

[johngalt]

Hi! Thank you for everything you've done with this plugin, it's been great! I was messing around with the Account subtype override on some of my cash accounts. I have a Money Market account that I tend to use as a "Savings". The Monarch subtype is "Money Market" and I changed the subtype override to "Savings":

In the Accounts report, it correctly groups it with my other "Savings":

However, the "Total Savings" box at the top does not reflect the total balance of both accounts (it JUST includes the account that has the Monarch subtype of Savings).

A similar thing happens with my "Total Checking" balance, when I have an account that has a subtype of "Cash Management".

Didn't know if this was a bug or just a limitation of the subtype override.

Thanks!

[RobertParesi]

There is already a Sub-Type called "Savings".

1. Change the Sub-Type to Savings in the Subtype drop-down
2. Blank out the Custom Override.

The Savings bucket comes from the account.subtype directly and doesn't expect any custom settings that are already in the drop-down since it is only looking for items known in the drop-down list.

[johngalt]

Ok! Fair enough! I could always just change the account subtype on Monarch if I wanted to utilize the Savings bucket as a reference. I had just planned on keeping the account types more "specific" and then doing an override of the subtype to classify more general as "Savings" vs "Checking". Honestly I don't know if there is even any added feature on the Monarch side to labeling an account as "Money Market" anyways.

Thanks!