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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.

ElementDetail
Totals barAssets, Liabilities, Net Worth
GroupingBy bank (ANZ, ASB, BNZ, Kiwibank, Westpac)
Per accountType icon, account name, balance
Rewards sectionSeparate group for Fly Buys, Airpoints, etc.
Empty state"No accounts connected"

Account Type Icons

TypeIconColor
CHECKINGWalletAccent green
SAVINGSPiggyBankAccent green
CREDITCreditCardRed (--color-danger)
INVESTMENTTrendingUpAccent green
REWARDSStarAccent 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-nums for column alignment.

Data Source

StoreFields
useFinanceStoreaccounts, netWorth, selectedAccountId

All currency values are formatted through formatNZD() from lib/formatting.ts.

Interactivity

ActionResult
Click accountSets selectedAccountId, Transactions Panel filters
Click selected accountClears filter (deselects)
Hover accountSubtle highlight