Binders
Prospects™ allows you to group accounts into Binders that provide immediate feedback on your assets, liabilities and overall Binder growth. For example, you could place all your savings accounts into a Binder and with one click see your savings assets and growth over the past year.
Prospects™ also allows you to drag-and-drop your accounts, reports, and/or budgets from one binder to another.
The Binder page will display your assets for all of the accounts contained within the Binder in a pie chart format. The pie slices are color coded on a per account basis for ease of viewing. If you hover your mouse over a pie slice, the corresponding account will become highlighted in the legend.
If the Binder does not have any assets, the following message will be displayed on the Binder page:
The Binder page will display your liabilities for all of the accounts contained within the Binder in a pie chart format. The pie slices are color coded on a per account basis for ease of viewing. If you hover your mouse over a pie slice, the corresponding account will become highlighted in the legend.
If the Binder does not have any liabilities, the following message will be displayed on the Binder page:
The Binder page will display your balanace history based upon the data in contained within the accounts in a bar chart format. The balance history will indicate whether your balance has grown or decreased over time. The Binder page will display up to twelve (12) months worth of information if it is available.
If the Binder does not hold any accounts and therefore, does not have any Binder history to display, the following message will be displayed on the Binder page: