Account Selection 🏦

Account selection is probably the most important filter in Munyun. It decides which accounts your data comes from, which means it controls what you see in every block.

The account selection component is super flexible – just like time selection, you can use smart macros or pick accounts manually.

Two ways to select accounts:

1. Macro Account Selection (smart groups) 2. Custom Account Selection (manual picking)

Macro Account Selection

Macros group accounts automatically based on different criteria. Way faster than picking accounts one by one.

By Profile: Remember how you can have multiple profiles (like Personal, Business, Investments)? Pick a profile and the block pulls from all accounts in that profile.

Why this is useful: If you want to see just your business finances, select your Business profile. Done – no need to pick each business account individually.

By Account Type: Select all accounts of a specific type – like all your checking accounts, all your credit cards, all your investment accounts, etc.

Why this is useful: Want to see total credit card spending across all your cards? Just select "Credit Card" type. Want to see all your liquid cash? Select "Checking" and "Savings" types.

By Account Tag: You can create custom tags for your accounts (like "Emergency Fund," "Travel Money," "Bills"). Then select all accounts with that tag.

Why this is useful: Super flexible. Tag accounts however makes sense for you, then filter by those tags. Like tagging all accounts you use for vacation spending as "Travel Money" – now you can see vacation finances across multiple accounts instantly.

All Accounts: Exactly what it sounds like – selects all your active accounts. Good for total net worth, overall spending, big-picture views.

Custom Account Selection (picking manually)

Sometimes you just want specific accounts – not a whole group. Like if you want to see spending from just your main checking account and one specific credit card.

Just check the boxes next to the accounts you want. That's it.

When to use custom selection:

• You need a very specific combination of accounts

• The combination doesn't fit into any macro category

• You're building something super targeted

Pro tip: Mix and match

You can combine macro and custom selections. Like, select all accounts from your "Personal" profile, then manually deselect one account you don't want included.

The flexibility is there when you need it.

Why this matters for building blocks:

Every block you create needs to know which accounts to pull from. Getting this right means your dashboards show exactly what you need to see, without extra noise from irrelevant accounts.

Spend a minute thinking about which accounts actually matter for each block you're building. It makes a huge difference.