Creating a general pie chart per financial institution
Hello everyone,
I am trying to figure out something I didn't find in previous discussions or Q&A. I am working with various financial institutions (banks, brokerage firms...) and for each of them I have different "sub-accounts" like savings, checkings, brokerage, life insurances, etc...
I would like to know if there is a way to create a general pie chart with the "global net worth" but for each main financial institution only? Example, if I have a US Bank checking account ($1), US Bank saving account ($2) and a US Bank investment/brokerage account ($3), I would like to have a pie chart showing only the full total for US Bank of $6... and the same with the other institutions.
Is it possible ?
Regards.
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1 Posted by Patrick on 01 Oct, 2024 05:02 PM
Something like that...