Checkboxes to select/deselect specific accounts in Projected Balances account dropdown list (Q Mac)

1AMJED1 Member
edited October 2023 in Product Enhancements

I'd like to be able to select/deselect specific accounts from the dropdown list in the Projected Balances view. Currently (unless there's a trick to it that I haven't figured out), I can select the pre-defined groupings (bank accounts, credit, etc.), or I can select accounts individually, but at each selection, it closes the dropdown, so in order to select more accounts (or deselct others), I need to go back into the dropdown. I'd like to be able to select the accounts I want to see projections for in one shot (i.e. hit the dropdown, put a checkmark by each account I want to see, uncheck any accounts I don't want to see, then apply that to the view).

2 votes

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  • UKR
    UKR SuperUser ✭✭✭✭✭

    Does the account selection dropdown list contain a selection named “Multiple Accounts”?
    In my Quicken for Windows that's what I can use to select a number of accounts to show in the Projected Balances view.