Customizable account roll up on dashboard

DanD

In the accounts panel on the dashboard it would be nice to have a user defined roll up where the user can select what accounts they want to see a sum of.

Coach Natalie

@Flyfisher, I'd suggest checking out this existing topic:

https://community.simplifimoney.com/discussion/453/let-me-categorize-and-organize-my-accounts-list-however-i-like-edited-10-merged-votes

-Coach Natalie

Coach Natalie

@DanD, thanks for posting!

Have you had a chance to check out the Net Worth Report, by chance?

https://help.simplifimoney.com/en/articles/4592676-using-reports-in-quicken-simplifi#h_daff7f8dc7

We also have some existing topics that may fall in line with what you're looking for:

https://community.simplifimoney.com/discussion/4571/allow-user-to-choose-what-accounts-count-toward-net-worth

https://community.simplifimoney.com/discussion/6051/add-the-ability-to-hide-any-account

I hope this helps!

-Coach Natalie

DanD

Hey @Coach Natalie, Yes the net worth report can filter accounts the way I'm suggesting. I believe having such functionality readily available on the dashboard account panel would be more useful. I've tried to hide the accounts but unless I just completely unlink them they still show up.

Flyfisher

On the Dashboard “Banking”.

If “savings” and “other Banking” are $0.00. Why are they on my Dashboard?

Also is it possible to create a dashboard section for business accounts? Business checking and business credit cards, and put them in their own group separate from personal?