Create Your Custom Calendar
You have the option to customize your calendar for a specific account types or specific accounts and save them as your custom calendars. This gives you the flexibility to closely monitor the financial trend of these accounts.
For example, you can create a custom calendar to view only your cash and credit accounts or investment accounts.
To create your custom calendar:
- Click the Settings icon on the upper right side of your screen.
- Select Customize.
- In the Customize Report window displayed, select the required account types or accounts.
- Select the check-box Save as custom report.
- Provide a name for your custom calendar.
- Click OK. The custom calendar is displayed in your sidebar. This calendar displays transactions and cash balances of the selected accounts only.