Overview
The Financials page is a listing of instruments found on the Asset-Map. Instruments includes cash flows, assets, liabilities, insurances, and legal. Access the Financials page of the household by clicking "Financials" from the household navigation menu.
Financials Page Design
Member Selector
The financials can be broken out into sections. The top section is the member selector. Click on a name tag to view the financials associated with the member or members. "All" is also an option.
Tables
The Financials page is divided into five tables:
Cash Flows
Assets
Liabilities
Insurance
Legal
Usability Features
Here's a list of features found on the Financials page:
Right-click on the Financials page to open an actions menu.
Checking or unchecking the "Hidden" box 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 or Legal instrument
- Status (Current, Expected, or Stencil)
- Applicable 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 collected
- 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 is displayed if the financial is linked to an integration
ctrl+shift+s reveals and retracts the "Search & Select" tool for bulk actions on selected financials.
A Financials report can be generated as part of a comprehensive report or an independent report from the Household Reports page.
12/2025