The Hide/Show feature in Asset-Map allows you to quickly hide and unhide financial instruments on the Financials tab screen and Asset-Map Report screen. This gives you more flexibility and control over what assets are displayed and included in financial calculations and reports.

Important Note: Once a financial instrument is hidden, it is no longer available for use throughout Asset-Map, unless it is unhidden. A hidden financial is not included in Target-Maps, Reports, Key Financial Figures, etc. 

How to hide a financial instrument from the edit modal:

  1. Make a Financial (an asset, income, insurance, etc.) 
  2. Click on the financial from the Financials tab screen or Asset-Map screen to open the Edit Modal.
  3. Click on the Hide/Show icon on the bottom left of the modal to hide or show the financial.
  4. Click ‘Save Changes’.

How to Reveal a Hidden Financial Instrument on the Asset-Map

  1. Click on ‘View Menu’ on the top-right of the screen.
  2. Select ‘Reveal Hidden’ to toggle the Hide/Show feature.
  3. All hidden financials will display on the Asset-Map screen.

How to Reveal a Hidden Financial Instrument on the Financial Tab

To view a hidden financial from the Financials screen:

  1. Click on ‘View Menu’ on the top-right of the screen.
  2. Select ‘Reveal Hidden’ to toggle the Hide/Show feature.
  3. All hidden financials will display on the Financials screen.
  4. Select the icon to the far left of the financial to hide or show the financial.
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