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Accounts Panel
Displays all connected NZ bank accounts grouped by institution, with running totals for assets, liabilities, and net worth. Acts as a global filter for the Transactions Panel.
What It Shows
A card-based list of accounts pulled from Akahu, grouped under their parent bank. Each account shows its name, type icon, and current balance. A totals bar at the top summarises the financial position across all accounts.
| Element | Detail |
|---|---|
| Totals bar | Assets, Liabilities, Net Worth |
| Grouping | By bank (ANZ, ASB, BNZ, Kiwibank, Westpac) |
| Per account | Type icon, account name, balance |
| Rewards section | Separate group for Fly Buys, Airpoints, etc. |
| Empty state | "No accounts connected" |
Account Type Icons
| Type | Icon | Color |
|---|---|---|
| CHECKING | Wallet | Accent green |
| SAVINGS | PiggyBank | Accent green |
| CREDIT | CreditCard | Red (--color-danger) |
| INVESTMENT | TrendingUp | Accent green |
| REWARDS | Star | Accent green |
Credit accounts are styled with red text; all other account types use the accent color.
Key Features
- Click-to-filter -- Click any account to filter the Transactions Panel to that account. Click again to clear the filter.
- Selection highlight -- The selected account receives an accent-colored ring.
- Rewards formatting -- Rewards accounts display points instead of currency. A note clarifies that points do not affect net worth calculations.
- Tabular numbers -- All currency values use
tabular-numsfor column alignment.
Data Source
| Store | Fields |
|---|---|
useFinanceStore | accounts, netWorth, selectedAccountId |
All currency values are formatted through formatNZD() from lib/formatting.ts.
Interactivity
| Action | Result |
|---|---|
| Click account | Sets selectedAccountId, Transactions Panel filters |
| Click selected account | Clears filter (deselects) |
| Hover account | Subtle highlight |
Related Panels
- Transactions Panel -- filtered by selected account
- Net Worth Panel -- shares the same
netWorthdata