The top 5 list is a dashboard widget which allows you to select up to 5 nominal accounts to report on.


You can customise the dashboard to show the Top 5 list widget. 



Click on the Manage account codes link within the widget and you will be redirected to the chart of accounts on the Settings > Accounting > Account codes menu.



You can select a nominal account as a favourite to appear on the Top 5 list by clicking on the star icon.



Back on the Dashboard > Overview menu, the Top 5 list widget will display a table showing the balance of the past 5 months for each nominal account that you have added as a favourite. 


You can also view a graph of each account by selecting it in the drop-down box.



If you click on any of the balance amounts, you will be redirected to a transaction report showing the transactions that make up this balance.



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