Is it possible to have one transaction sheet linked to checking and credit card accounts and a second transaction sheet linked to investment accounts?
You would have to have two separate foundation template files. But that would absolutely work. That is what I do
Thanks, Rich! That was a perfect solution for what I was trying to do. I have a couple of “non-Equity” accounts that I transfer money into and I need to categorize those transactions. So in my main foundation template file, I just ignore them (Transfer).
I also have separate foundation templates for my investment and ‘everything else’ accounts. I only count the net worth on the investment one, as it has big debts (mortgage) and my non-checking accounts.
Works well to keep the 5 billion “transactions” from my robo advisor separate from my credit card purchases.