As we are working through learning the balance swap process we thought it would be incredibly helpful if the totals were to appear at the bottom of the balance swap so that you could double check the amount to be transferred.
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I found a workaround for this! You can copy the entire "Balance Swaps As Needed" section and paste into an Excel spreadsheet. The fields will paste into the same columns that are in CSuite, and from there you can insert a line above the top of the table and add in a description of the column so you're able to filter. This have been working great for me!
Stacy Robinson commented
I 100% agree with Misty. Thanks for the comment!
Misty Gehle commented
I would also be very helpful if you could actually enter/change the exact dollar amount of the swap if you want and 1 to 1 swap between the cash and investment