Suggestion: Combined bank account item type

shaumik

It would be nice if a single account could contain all the relevant information for that account - namely account number, osrt code, internet login and password, debit card details and pin.



Many accounts also require a memorable password or phrase, from which you are asked to enter the first or third digit for example. It would be good if this phrase could be entered into 1password, and then perhaps 1password would allow you to scroll through a dropdown menu and along the phrase to the correct digit to enter it.



In the UK accounts should have a section for sort code.



It would be nice to be able to call credit cards, just cards, so that it can be specified if they're credit or debit.



At the moment, this information is stored in multiple different records in 1password, and it would be nice to be able to amalgamate it into a single record.

MartyS

Welcome to the forums, shaumik!



I understand perfectly how this might be of help to some customers for organizational purposes. It comes with a steep "price" in that it would have to allow multiples of almost everything (site logins, card details, other wallet items associated, etc.) and we've elected to keep everything at the item level instead. You can use common tokens/phrases within your Title or other common fields (like Notes) and search across all the 1Password vault categories to bring all the related items into one view.

Ned

[quote name='MartyS']...It comes with a steep "price" in that it would have to allow multiples of almost everything (site logins, card details, other wallet items associated, etc.) ..[/QUOTE]I don't see why that would be true. It would be possible to keep things as they are now and add an (optional) layer of organization above it--in other words, some things that appear to be [I]atomic items[/I] (I think everything within 1Pa at this time would be called an atomic item) would in fact be [I]aggregate items[/I] internally. Atomic items that were members of an aggregate item would not be visible outside of whatever representation they had within the aggregate.



There are some questions to be answered, such as the precedence of one atomic item over another within the aggregate. And there will probably have to be adjustment of the definition of an atomic item, which likely would mean changes to data structures.



One possible way to reduce the complexity of a situation where (some) atomic items and all aggregate items were displayed would be to make [I]everything[/I] displayed an aggregate item and [I]never[/I] display an atomic item---some aggregates would just consist of a single atomic item.

Nik

We appreciate the additional input, Ned.

flippo

I don't understand this, because at some stage I *did* enter a UK bank account - I see the fields for sort code ("Bank Branch Sort Number") and so-on, and it's listed under the "type" column as "Bank Account (UK)".



But I just tried to add another and I don't seem to be able to. I don't know how I did it in the first place!

[Deleted User]

[quote name='flippo' timestamp='1289947326' post='15281']

I don't understand this, because at some stage I *did* enter a UK bank account - I see the fields for sort code ("Bank Branch Sort Number") and so-on, and it's listed under the "type" column as "Bank Account (UK)".



But I just tried to add another and I don't seem to be able to. I don't know how I did it in the first place!

[/quote]



Hi Flippo,



You're quite right, we did used to have the option for a UK bank account, I believe this was in the early Betas of 1Password 3, however we quickly found that this caused some problems when syncing with the iPhone versions of 1Password and so we had to remove this to bring back reliable syncing.



We are looking into customisable templates for items within 1Password, however this is a fairly major undertaking so I don't have a timeframe for exactly when this may be available.



Thanks again for the feedback,

Oxon

When setting up 1Password I have found that for each of my bank accounts I need 3 (or more) records:



1) Account record (Wallet) - for the bank account details

2) Login record - to access the account online (2 for a joint account)

3) Debit card (Wallet) - to record associated debit cards (2 for a joint account)



This leads to duplication of certain details, not to mention a bit of confusion.



I know all of these details can be combined by using the Notes field, but it would be really useful to have a template which combines all of the current ones.

Oxon

Alright, my first post was a disaster! I should have noticed that Shaumik had already requested more or less the same thing yesterday. I really must try harder.



Apologies.

[Deleted User]

[quote name='Oxon' timestamp='1289986721' post='15319']

Alright, my first post was a disaster! I should have noticed that Shaumik had already requested more or less the same thing yesterday. I really must try harder.



Apologies.

[/quote]



No need to apologise, Oxon, it's good to get an idea of how many users want to see a certain feature within 1Password.

egordin

[quote name='stu' timestamp='1290035503' post='15358']

No need to apologise, Oxon, it's good to get an idea of how many users want to see a certain feature within 1Password.

[/quote]



In that case, I would like to formally express my great interest in customizable templates for 1Password entries. There are several types of records that I would like kept in my 1Password vault but cannot place anywhere except notes.



Keep up the good work guys!

brenty

I use folders to group some of my data (e.g. bank account, debit card, etc.) but this causes a lot of clutter on the sidebar if I use it for too many things.



I would love to see a feature to consolidate/group related keychain items, and more customization for keychain item data fields would be great! <img src='http://forum.agile.ws/public/style_emoticons/<#EMO_DIR#>/smile.gif' class='bbc_emoticon' alt=':)' />

[Deleted User]

[quote name='egordin' timestamp='1293040091' post='17983']

In that case, I would like to formally express my great interest in customizable templates for 1Password entries. There are several types of records that I would like kept in my 1Password vault but cannot place anywhere except notes.



Keep up the good work guys!

[/quote]



Thanks for vote and the kind words egordin, we're definitely keen to implement customisable templates within 1Password, there's a lot of work to do before we get there, mainly to make sure any customisations are reliably synced between all the different 1Password apps.

[Deleted User]

[quote name='brenty (toromei)' timestamp='1293047834' post='17987']

I use folders to group some of my data (e.g. bank account, debit card, etc.) but this causes a lot of clutter on the sidebar if I use it for too many things.



I would love to see a feature to consolidate/group related keychain items, and more customization for keychain item data fields would be great! <img src='http://forum.agile.ws/public/style_emoticons/<#EMO_DIR#>/smile.gif' class='bbc_emoticon' alt=':)' />

[/quote]



The grouping idea is certainly interesting, I can see that working well for say a 'Bank of 1Password *' item that would have your credit card, bank account, login and maybe a secure note with some other details all linked under one record. As I mentioned above, customisation is on the cards, and I share everyone's excitement for this, especially for some of the UK specific items I want to create.



* Please note, Agile Web Solutions have no intention to offer banking services, unless of course you want to invest in our new 'Roustem's Rum Fund' which offers Roustem a great return in the form of a bottle of Rum per month, and you get.... err, well nothing <img src='http://forum.agile.ws/public/style_emoticons/<#EMO_DIR#>/skype_smile.png' class='bbc_emoticon' alt=':-)' />