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  Add and remove accounts and edit account groups

Select up to 25 accounts and group your dashboard accounts.

  Search

Enter criteria to filter the account list.

Search by:

  Account Number Description Account Group Note Number Bank Number
1103456 Northwest 111111118
1114444 Operating 111111118
1123457 Lockbox 111111118
1164285 Credit Line #1265447 111111118
1164286 Letter of Credit 111111118
1164287 Equity Funding 111111118
1732456 Business Checking 111111118
1732457 Business Credit Line 111111118
2234343 Improvements Loan 101010102 111111118
2234344 AFDS Loan 101010101 111111118
Results 1-10 of 18
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  Change Dashboard Layout

Select a layout and change its behavior.

Retain Dashboard Layout

  Edit Deposit Panel

Add, remove, reorder and rename columns.

Order Column Label Rename Column Label Show Column Total
Account Name  
Account Number  
Financial Institution Identifier  
Account Group  
Ledger Balance Show Total
Current Balance Show Total
Available Balance Show Total
Total Float Show Total
Zero Day Float Show Total
One Day Float Show Total
Two Day Float Show Total
Three Day Float Show Total
Three Plus Day Float Show Total
As of Date Time
  Edit Credit Lines Panel

Add, remove, reorder and rename columns.

Order Column Label Rename Column Label Show Column Total
Account Name
Account Number
Financial Institution Identifier
Note
Account Group
Next Payment Amount
Next Payment Due Date
Available Credit
Credit Limit
Interest Rate
Principle Balance Show Total
As of Date Time
  Edit Loan Panel

Add, remove, reorder and rename columns.

Order Column Label Rename Column Label Show Column Total
Account Name
Account Number
Financial Institution Identifier
Note
Account Group
Next Payment Amount
Next Payment Due Date
Available Credit
Credit Limit
Interest Rate
Principle Balance
As of Date Time
  Add and Remove Favorite Reports

Select your dashboard reports

  Add and Remove Twitter

Twiter sends your current market reports