FAQ
Clients
Section titled “Clients”Can I change the sorting?
Section titled “Can I change the sorting?”No. The client list sorting is fixed; you cannot sort by clicking column headers.
Can I add, hide or order columns?
Section titled “Can I add, hide or order columns?”You can hide or show columns using the Columns menu in the toolbar above the table. Tick or untick the columns (Name, Partner, Scenario) to show or hide them. Show/Hide All toggles all; Reset restores the default. You cannot add new columns or change the column order.
Simulations
Section titled “Simulations”The percent returns for a given year have breached the 1-year maximum and minimum limits set by the client’s portfolio.
Section titled “The percent returns for a given year have breached the 1-year maximum and minimum limits set by the client’s portfolio.”This is by design. The 1-year maximum and minimum expected returns determine the 95% confidence interval within a normal distribution, so there’s a 5% chance the randomised value will fall outside that range. For more details, see https://en.wikipedia.org/wiki/Normal_distribution#Confidence_intervals.
Data entry tables
Section titled “Data entry tables”Can I change the sorting?
Section titled “Can I change the sorting?”No. The order is fixed: assets by name; salary entries by client, then by date; transaction entries by type, then by date.
Can I recover a deleted transaction?
Section titled “Can I recover a deleted transaction?”No. Add the transaction again.
Tables
Section titled “Tables”Can I add columns to a table?
Section titled “Can I add columns to a table?”Most columns are fixed. Columns that come from specific transactions (Salary, Contributions, etc.) depend on the Category you use when adding those transactions.
Can I hide columns?
Section titled “Can I hide columns?”Yes. Move the cursor over the table header and click the three dots. A menu lets you hide that column or manage visibility of all columns.
Can I change the table sorting?
Section titled “Can I change the table sorting?”No. Tables are always sorted by year/age.
Can I change the order of columns?
Section titled “Can I change the order of columns?”No. The order is fixed.
Excel export
Section titled “Excel export”Can I change the export?
Section titled “Can I change the export?”The file is generated from the current data. There are no settings to change what is included. After you download the file, you can edit it as you like.
Can I import client data from another source?
Section titled “Can I import client data from another source?”Currently there’s no way to import data into the app. All data must be entered using the app’s forms.
Can we import data from the old app?
Section titled “Can we import data from the old app?”That can only be done by a developer with access to the backend of both apps.