Add Account Balance Column to the Accounts page
We are coming from a program where we could see all the account balances on the chart of accounts page so it seems very backwards to have to go into each individual account and scroll all the way down to the bottom of the page to get the account balances on bank and investment accounts. It would be extremely helpful if a balance column could be added to the main Accounts page. This would be great on the Funds listing pages as well.
Yurianna Mikolay
shared this idea
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Jennifer Brambley
commented
Currently when you look at a specific account you see what I would call the "profile" of the account. The description, account type, Statement account, etc. You have to scroll to the bottom to find balance information and what funds make up that account balance. I would love to be able to see the balances listed higher on the page so that information is right there when you click on the account.
All of the information is on the left hand side of the page and you have all this room on the right side of the page that is blank.