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Client List

Each row corresponds to a client or a couple.

To add a new client, click on the Create button on the top right.

To view a client, click on the row with the client’s name.

To edit a client, click on the row with the client’s name, then click on the Edit button on the top right.

To delete one or multiple clients, select the respective rows and click the Delete button on the bottom right.

Deleting a client also deletes all snapshots.

Clicking the Export button on the top right will generate a .csv file with the entire client database.

This is the raw client data, with info, assets, transaction inputs etc, without any calculations.