Sidebar account list

SEE Finance 2 for iOS

The sidebar account list is used to access the primary content across the program. The current content shown is controlled by the selection in the account list such as the Accounts section being shown for the currently selected account. The account list also provides access to general content such as the Transactions section, for accessing all transactions from all accounts, the Portfolio section, the Lists section, and some others. In addition to providing access to content, the account list provides info such as account balances, the number of transactions flagged as "Unreviewed", the number of pending transactions, and indicates when activity is occurring like transaction downloads or security price downloads. Review the screenshots and info below to learn more about the sidebar account list.

General layout info:

Towards the top are general sections with account sections following. If the file is setup for account downloads, investments, or to use multiple currencies then below the account list is a Refresh button which will download everything.

General Layout Info

Additional layout info:

The badge number to the right of the Transactions section and the individual account sections is the number of transactions flagged as "Unreviewed". The refresh button underneath the account list will turn into a spinning progress indicator while accounts are downloading and when other activity is occurring.

Additional Layout Info

General sections:

Towards the top of the account list are several general sections. Learn more about the general sections below.

  • Overview: The Overview section shows the sum of all accounts included in balances (net worth). The Overview listing does not currently have its own view.
  • Transactions: The Transactions section is where you can access all transactions from all accounts. The badge number to the right of the Transactions section and the individual account sections is the number of transactions flagged as "Unreviewed".
  • Portfolio: The Portfolio section can be used to review the sum of cash and investment holdings for the investment accounts included in balances. The Portfolio listing does not currently have its own view in SEE Finance 2 for iOS.
  • Lists: The Lists section is where you can access the lists for payees, transaction types, categories, tags and flags.