User story
As a user, I want to manage my financial accounts so balances and transactions can be organized by where money or assets are held.
Depends on
Scope
- Add backend APIs for listing, creating, updating, and archiving financial accounts.
- Support account types: cash, bank, credit, loan, investment.
- Store account name, type, primary currency, active/archive status, and display ordering.
- Add Cockpit server functions for account APIs.
- Add a mobile-first account management route in Cockpit.
- Hide archived accounts from active selection while keeping them visible in history/detail views.
Non-scope
- Balance snapshot entry.
- Ledger entry creation.
- Investment positions.
Acceptance criteria
- User can create each supported financial account type.
- User can edit account metadata.
- User can archive an account.
- Archived accounts are not offered as active targets for new entries.
- Account APIs do not expose backend directly to the browser.
User story
As a user, I want to manage my financial accounts so balances and transactions can be organized by where money or assets are held.
Depends on
Scope
Non-scope
Acceptance criteria