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The watchlist is a good idea for the dashboard but can potentially be more useful as it ends up looking a bit messy.

I have a similar idea to the grouping idea proposed.

Currently when you add accounts to the watchlist, they fall into alphabetical order and you cannot re-arrange it in any way to make more sense for your own particular circumstances.

I have cases, for example with public schools clients, where an income item and expense item might be related but they fall in very different spots far from each other on the watchlist and so loses it's impact and usefulness.

What I propose are two things :

1. Have the ability to group two or more related income and expense accounts together on the Watchlist (e.g. Income - Fundraising and Fundraising Expenses)

2. Have the ability to link the two or more related items together so that it can give a result showing a surplus/deficit (or profit / loss).

Please see attached example I created which illustrates what it should look like.

Also, there could be two sections to the Accounts Watchlist, one being Profit and Loss section and the other Balance Sheet section, which will make things much clearer for users, especially non-financial view only users (like a school governing body chairperson).

Hope this suggestion finds support out there :)

Also allow Bal Sheet group (totals) to be added to WatchList ... doesn't have to be an "Account" WatchList.

That's what I'd like (ability to select bal sheet group totals for Dashboard watchlist)... others might even like a particular ratio (ie simple mathematical combinations of 2 accounts), but that might be next level.