Setting to default dashboard view to only accounts and not have expanded subaccounts

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gulfcad
gulfcad Member ✭✭
edited December 2023 in Getting Started

I see the default on the Simplifi dashboard on the web app is to have accounts listed with all the subaccounts expanded. This is fine if you only have a few subaccounts, but I have a lot of credit cards and investment accounts. This makes the Accounts dashboard pane very crowded and confusing since all amounts are jammed together. I would like to have a setting that only displays accounts with the ability to expand subaccounts by clicking on the arrow next to the account. Thank you.

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  • gulfcad
    gulfcad Member ✭✭
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    Thanks Rob…did a search and did not turn up anything, but may have used the wrong key words.

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