When building a widget, you can select specific categories, groups, accounts, or predictions to display.
You can make your selection using:
Choose data
Create formula
Choose data
When selecting data, you can choose:
Categories
Groups
Accounts
Selecting a category automatically includes all groups, accounts, and predictions beneath it.
Selecting a group automatically includes all accounts and predictions beneath it.
Control included data
After selecting data, you can control which child items appear in the widget.
Under each selected data item, use Data includes to choose whether to display:
Categories
Groups
Accounts
Predictions
This allows you to display only the information you need.
For example, you can display:
Categories only
Groups only
Accounts only
Categories and groups
Groups and accounts
Categories, groups, accounts, and predictions
Display specific groups or accounts
To display only selected groups or accounts, select those items directly when choosing data.
For example, instead of selecting the entire expenses category, select only the required groups.
This allows you to exclude unrelated groups and accounts from the widget.
Create a formula
You can also use create formula to build custom selections.
Formulas can reference:
Categories
Groups
Accounts
Predictions
Formulas
Use formulas when you need more control over the data displayed in a widget.