Access the Financials page of the Household by clicking "Financials" from the Tools menu.
The Financials page is divided into four categories:
Cash Flows
Assets
Liabilities
Insurance
Here's a list of features found on the Financials page:
Right-click menu to add financials and unhide hidden financials.
Clicking "Show Hidden" displays a new column of check boxes to hide or unhide Financials.
Use the appropriate button to add a new financial of the type desired. This will represent a tile on the Asset-Map.
Create a PDF document of the Financials page by clicking the PDF icon.
The columns clearly display the following information:
- Type of Financial
- Status (Current, Expected, or Stencil)
- Interested Member name and age
- Reference name, Owner member, Obligated member, or Insured depending on the type of financial
- Income source, Location, Lender or Insurance Provider depending on the type of financial
- Value of the financial
- Date of data collection for the tile
- If the financial is under the advisor's management (an Under My Management checkbox is found on the Financials' edit window)
- An Edit icon (pencil) and Delete icon (trash can)
Note: click the name under the "Type" column or the Edit icon to reveal the financials' edit window.A Link icon if the financial is linked to an integration
A Financials report can be generated as part of a comprehensive report or an independent report from the Household Reports page.
9/2021