Is there a simple template to track the breakdown of assets? What I’m looking for is the breakdown of stocks, Cash, Bonds, Real Estate Etc. I tried looking on the forums but saw more advanced modeling (Cool but I’m not ready for that just yet)
If you add a Group on your Accounts tab, the Balances tab will group the account balance accordingly. I have grouped mine by institution except the 36 credit cards have their own group. Ok, ok. There are not quite 36 
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Hi @TillNextTime are you already using these definitions as tags for your transactions? Can you perhaps track that way?