Client List
Each row corresponds to a client or a couple.
Add a client
Section titled “Add a client”To add a new client, click on the Create button on the top right.
View a client
Section titled “View a client”To view a client, click on the row with the client’s name.
Edit a client
Section titled “Edit a client”To edit a client, click on the row with the client’s name, then click on the Edit button on the top right.
Delete a client
Section titled “Delete a client”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.
Export List
Section titled “Export List”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.