Bank Account Category vs Login Category

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Mark Sealey
Mark Sealey
Community Member

Long time 1P user… and fan !

I currently have all of my (online) bank accounts in the 'Bank Account' Category.

But of course that doesn't allow me to (launch Safari and) load and fill in any of these banks' websites.

What is considered best practice, please: should I recategorise all my Bank Account records as Logins?

TIA!


1Password Version: 6.8
Extension Version: 4.6.6
OS Version: 10.12.6
Sync Type: (Dropbox)

Comments

  • MrC
    MrC
    Volunteer Moderator
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    @Mark Sealey ,

    Use two records - one for the site login (and add to it any info you require to log in), and one for all the other bank and account details. you rarely need this stuff when you log in.

    Its easy to get both records adjacent to each other when necessary with judicious titles and / or using Search.

  • sjk
    sjk
    1Password Alumni
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    Hi @Mark Sealey,

    In addition to MrC's spot-on suggestions (thanks!), you can add the same tag (e.g. bank) to each of those Login and Bank Account items if you want to see them grouped together (by selecting that tag in the main app sidebar or browsing it in 1Password mini).

  • Mark Sealey
    Mark Sealey
    Community Member
    edited August 2017
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    Thanks, MrC and sjk. Very helpful! Got it :-)

  • sjk
    sjk
    1Password Alumni
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    Pleasure to help, Mark. Cheers! :)

This discussion has been closed.