Questions: account tiles

From the main dashboard, click on Liquid, Alternative, Personal, or Cash Flow & Expenses tile. From these pages, you can access specific account details. Just click on the middle of the account tile to view investment positions, transactions and balances.

Yes. On each account tile is a drop down menu in the top right. Click and select Edit to update the name of the account.

You have the ability to customize the look of your Rainbook pages. To move an account tile around on the page, just click the white space on the individual account tile and drag it to desired location.

When you click the dropdown to hide an account, the account value is no longer included in your Net Worth calculation. The account stays connected to your account so you can continue to manage and view.

When you click the dropdown to unlink an account, the account link connection is disconnected. No future information from this account will be added to your Rainbook. In addition, you have the option to retain the historical data to keep your financial picture the most accurate or remove and delete the historical data entirely.