Managing Financials

The Financial Management feature of the Portfolio Management app has two key functionalities – Financial Transaction Recording and Dataset Balances. For more information, see Financial Management Overview. 

In this topic, we will discuss the two consoles and how to manage them. 

Disclaimer: A basic understanding of accounting principles is a prerequisite for using the Financial Management module effectively. This ensures that financial structures, transactions, and reports are set up and interpreted correctly.

This documentation section consists of the following pages, which allow insight into how Financial Management works in the Portfolio Management application. 

 

 

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