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FGD Finance

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Cashflows Manager
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Create New
Check / Edit
Create New
Check / Edit
Create New
Check / Edit
💵 Current Balance: –    💰 Total: –    🔻 Max Out: – @ –    📊 Avg Load: – (–)    📈 IRR: –     
  • New Row
  • Duplicate Row
  • Insert Dates|Amounts From Clipboard
  • Insert Data with Wizard
  • Shift Dates From This Row
  • Delete Row
  • Delete All From This Date
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Cashflows Explore
loop
  • settings
    Set up report
    Refresh Cashflows Data
    Select one or more analytics
💵 Current Balance: –    💰 Total: –    🔻 Max Out: – @ –    📊 Avg Load: – (–)    📈 IRR: –     
  • Cashflow
  • Cumulative
  • Cashflows Summary
Project Cashflow Versions
loop
  • settings
    Set up report
    Refresh Cashflows Data
    Select one or more analytics
  • Cashflow
  • Cumulative
  • Cashflows Summary
info Double-click two rows to add to the comparison table below arrow_upward
info Double-click two rows to add to the comparison table below arrow_upward
info Double-click two rows to add to the comparison table below arrow_upward
Fees Calculation
loop
  • Fees Table
  • Fees Renewals
  • Fees Renewals Manual

  • Sort and Hide Columns
    • visibility_off Hide all
    • visibility Unhide all

Cashflows Explore
loop
  • cloud_download
    Download Transactions from the Database
Upload Bank Transactions from files
Choose CSV File with Mashreq statement
  • settings
    Set up report
Investments Balance
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Collection View | Edit
Select Collection
JPM Holdings
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JPM Transactions
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Bookkeeping Transactions
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  • cloud_download
    Download Transactions from the Database
Charts Balances
  • cloud_download
    Settings
Bank Accounts Balances
  • cloud_download
    Settings
Bank Accounts Turnover Report
  • cloud_download
    Settings
Investments Turnover Report
  • cloud_download
    Settings
EUR Exchange Rates
edit View / Edit Existing Classifier
add_box Create New Classifier

Select a node and use Context Menu (right-click) to add new Nodes on underneath level, Edit and Delete existing ones.

Use double-click to edit existing nodes

Deletion of existing nodes for already published classifier won't be saved'

file_upload Save Classifier as a Draft

After saving a Draft you can still Create new nodes, as well as Edit, Move and Delete existing ones.

Your Classifier will be marked as a Draft and will not be recommended for usage as unstable

publish Publish Classifier

After publishing you Classifier you can still Create new nodes, as well as Edit and Move existing ones.

You will not be able to Delete nodes for published Classifier but you can ask the Admin to do it

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Analytics
Group Draft
Loans Calculator
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Click on Amount or Date to Edit

DBl Click on any other column to see full data

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