thank you again, Veterini. really appreciate it. I just tested the custom filter (added only my securities/cash accounts) and was then able to find it when right clicking the indicators on the dashboard. I will save a specific view for this custom filter.
I am curious with what you suggested in the thread you referenced about doing this by taxonomy… I haven’t dwelved into the concept in PP yet but have a hunch that you might be using it as a “shortcut” to custom label certain accounts, is that correct?
thank you!
this friday i am going to work on dashboard only and then create the custom views. so helpful your suggestions!