Edit Columns/Graph Dialog Box

To edit the Expenses Relative to Category section, do the following:

  1. Under Dynamic Column Settings, to remove a data field from the report, click on the name of the data point, then click the < Remove button.

  2. To remove all the current data fields, click the << Remove All button.

  3. To add a data field, click the name of the data field you want to add, then click the Add > button. (You can select up to four data fields at a time by holding down <SHIFT> or <CTRL> while clicking).

Note: Only four custom columns can be displayed on this section of the report, so you cannot add more than four data fields.

  1. Under Dynamic Graph Setting > Relative Return, click the 1 Year, 3 Year, 5 Year, or 10 Year radio button.

  2. To make your selection the default setting, click the Save as Default Setting button.

  3. Click OK.