Filtering your wealth items allows you to easily locate and report on assets belonging to different team members, such as your spouse, family members, or entities. This feature simplifies asset management by letting you view and organize data according to your specific needs.
In addition to filtering, you can export this information to a CSV or PDF file. This capability allows you to manage and analyze your data more conveniently as needed.
To use the Net worth filters:
1. From your Dashboard, within the Net Worth area click 'View all'.
2. There are a number of options in Net worth that will allow you to view and manage your Wealth items:
1- Go to net worth summary- Creates a Net worth summary, listing all wealth items and their details. This summary can be download as a PDF.
2- Download CSV- Creates a CSV file including all Wealth items, their category, owner/s, value and late updated date.
3- Filter- Allows you to view your Wealth items according to ownership. Select the owners and click 'Filter'.
Once the filter is applied, the Net worth overview will refresh and only display items belonging to the owner set in the filter.
4- Category View- allows you to view Wealth items according to category, or a list view (which displays the wealth item, value and the current ownership)
Category View:
List View: