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Account Watchlist - Display a custom budget on accounts watchlist

On the Account Watchlist in the Dashboard, I would like to display a custom budget that I created for 2024 in lieu of the default 'overall budget' that it shows. Please make this feature possible as it will provide a good, quick snapshot on how we're trending to budget w/out having to pull up reports. An alternative would be to tag a custom budget as the 'default' that would appear in the accounts watchlist. Regardless, let's make this happen! Thanks for considering.

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Pete Kaminskas shared this idea  ·   ·  Report…  ·  Admin →
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  • Malcolm Dodd commented  ·   ·  Report

    Agree, it would be good to monitor expenditure against budget for key accounts on the dashboard

  • Bryony Stimpson commented  ·   ·  Report

    Agreed. I've just been trying to do this and discovered it isn't possible