Viewing Selected Accounts’ Past Performance

Use the following procedure to view selected account’s past performance.

To view selected accounts’ past performance

1. For the desired financial accounts, check the Aggregation Select field. (See Selecting a Financial Account Associated with a Household.)

2. Scroll down and click the Performance subview tab.

3. Scroll up to the Financial Accounts list, and click Generate Performance.

4. In the period filter, select the period for which you wish to view an account’s performance, and click Go.

   The Cash Flow list appears, displaying how the account performed over time.

   Note: In order to work, the preceding procedure requires preconfiguration. For more information, see Setting Up Household Financial Accounts Virtual Business Components.