Setting to default dashboard view to only accounts and not have expanded subaccounts
gulfcad
Member ✭✭
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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Best Answer
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I could be wrong, but it sounds like you're looking for this, if so cast your vote, I voted for it already:
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Rob Wilkens2
Answers
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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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