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On the home page, you can set you own personal views. I've made one that incorporates the option "investment account activity". There is however no option that allows one to list accounts of choice. Here is what I'm trying to do…
I have several normal investment/retirement accounts. In addition to those, I'd like to meld in accounts like my checking, pocket cash and accounts like receivables that have cash due me by others. This way I can at a glance see how all those accounts compare from a set period, i.e., weekly, monthly or past year/current year. The options I see do NOT allow you to mix and match these accounts.
How would I accomplish this?
Answers
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You can do that with the report at Reports > Net Worth & Balances > Account Balances. You can select accounts to include and set date ranges and intervals.
QWin Premier subscription0 -
Yes, but how do I select them on the planning part of the "HOME" tab along side the dashboard… Would like to see it in a section of that screen.
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