Accounts List

The Accounts List

 

This screen can be configured to show many different accounts and allows many actions on the selected account.

 

At item 1 , we show that we have checked the box to show Investment accounts, in addition to the Loans.

 

We selected an account in the list, and at point 2, when we click the [Actions] button, we can perform several actions on the account we selected.

 

Navigating:

Once you have more than a screenful in this list, you can navigate quickly to any account be pressing the [backspace key] on your keyboard until the selection bar is at the top of the list. Then just press the first two or three letters of the account name. For an account "Wentworth: Bill"   just tap   "wen" and the selector will position to the first account commencing "wen...."