Account List View
The Account List in SEE Finance lists all your account information. You can click or scroll through the list of account information to select the view you'd like. At the top of the Account List is the "Overview" information, which lists all the general information ("Balances", "Reports", "Budgets, "Payees, Types & Categories", "Transaction Filters", and "Recurring Transactions"). Underneath the "Overview" information will be all your accounts. The "Balances" amount is the sum of all your banking, investment, asset, loan, credit card, and liability accounts (your net worth).
***Note: The amount listed for "Portfolio" in the Account List is the market value of your investment positions plus the cash value of all your investment accounts.***
