How to add additional groups or tags to Accounts

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I’d like to add additional Groups or tags to my Accounts. I see the ability to add a Group to each account on the Accounts tab. But I’d like to add additional tags at the account level (not the Transaction level). For example, I’d like to tag accounts by liquidity, type, ownership, etc. Is there a way to add tags to accounts in the Accounts tab or some other way (e.g. add my own tab with account tags and pull reports off that tab)? Thank you,

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Hi @jdfieldsin the Group you specify on the Accounts sheet is for organizing where and account appears in sheets such as for Balances. How are you then looking to use the tags for your analysis - this might help with suggestions for your needs.

Otherwise currently you can apply tags to transactions or categories for the Tags report and Category rollup report respectively.

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Thanks for the reply. Is there a way to add additional identifying information to Accounts that would allow me to sort or group by Account type (bank vs investment account vs retirement), account liquidity (liquid vs illiquid), account owner (me vs my wife vs an LLC), etc. I would like to use that information on a reporting tab. Any suggestions on how to do that?

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I use account group type to split out all of my various things, checking, long-term savings, investments, etc. I have actually numbered the group name. example 1. Checking 2. Long Term Savings, and this puts the balances on the balance sheet in the order I want to see them. Not necessarily pretty, but it gives the control I want for the balances sheet. I don’t know if it tracks to a report page as that is not something I have looked into. I have a formula on my balances tab that I added that gives me my liquid net worth, and since I have each type of account as its own group I can see at a glance how much I have in say retirement or in CDs. Maybe someone else has done something similar that they break it out into reports.

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