New customization options for the Accounts List!

Coach Natalie
Coach Natalie Administrator, Moderator admin

We've added some customization abilities to the Accounts List on both the Web and Mobile Apps:

  1. You can now hide "closed" accounts from your Accounts List.
  2. You can also now hide Savings Goals from your Accounts List.

We have support articles that go over these new abilities in more detail, and include the steps on how to use them.

We hope everyone enjoys these additions to Simplifi!

This discussion has been closed.