Customizable account roll up on dashboard
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.
Best Answer
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@Flyfisher, I'd suggest checking out this existing topic:
-Coach Natalie
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Answers
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@DanD, thanks for posting!
Have you had a chance to check out the Net Worth Report, by chance?
We also have some existing topics that may fall in line with what you're looking for:
I hope this helps!
-Coach Natalie
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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.
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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?
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