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To customize your calendar, click the Settings icon on the top right of the calendar report. You have the option to:

  • Hide or show transactions and cash balances in your calendar
  • Select the accounts to be included in the calendar
  • Customize your calendar for a specific account or a an account type and save it as a custom calendar
  • You can choose to monitor only the cash balances in your accounts by turning off your transactions.
  • Alternatively, you can choose to monitor only your transactions by turning off your balances.

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