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Financials Page

A table inventory of instruments

Written by Michael Schwabe

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 found under the Summaries drop list, on a household's left 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.
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  • 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)
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    Note: click the name under the "Type" column or the Edit icon to reveal the financials' edit window.
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  • 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.

6/2026

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