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Workflow: Set Up Net Worth Reporting

Workflow Steps: Set Up Net Worth Reporting

After You Set Up Net Worth Reporting

Additional Resources

Introduction

This workflow provides the steps for how to set up Net Worth reporting in Tamarac. Complete these steps for each Household you want to run a Net Worth report for.

Workflow Steps: Set Up Net Worth Reporting

	1.	Configure the Bar Chart Look and Feel > Use Site Themes to define how you want the Net Worth report bar chart to look.
	2.	Set the Household as Primary > Assign the Household as primary for the appropriate clients.
	3.	Populate the Household Add the following to the Household: Clients.To add clients to a Household, see Create and Maintain Households: The Clients Panel. Accounts and groups.To add accounts and groups in Tamarac, see Create and Maintain Households: The Direct Members Panel. Assets and Liabilities.To add held-away assets and liabilities, see Create, Edit, and Delete Assets and Liabilities.
	4.	(Optional) Exclude Accounts From Net Worth Reporting > Exclude any accounts you don't want included in net worth calculations.

After You Set Up Net Worth Reporting

Once you've completed the Set Up Net Worth Reporting workflow, you can View Assets and Liabilities on the Net Worth Report.

Additional Resources

For more information, see:

Contents

Introduction

Workflow Steps: Set Up Net Worth Reporting

After You Set Up Net Worth Reporting

Additional Resources