Create account views

Procedure

1. Go to your Home page.

2. On the widget, click the menu . The menu options appear.

3. Select Edit Settings. The Edit Account Settings overlay appears.

4. Click Create Account View. The Create Account View overlay appears.

5. In the Account View Name field, enter a unique name for the new view.

6. Under Available Accounts, select the check boxes for each account you want to add to the view. The selected accounts are added to the Selected Accounts section.

   Note: There is no limit to the number of Account Views to which an account can be associated.

7. Click Done. The Edit Account Settings overlay appears with the new view added to the list.

8. Click Done. The Home page appears.