Base Currency - Cash

complete control over your cash-on-hand, cash flow, and liquidity management

Overview

  • AssetView is built to track your cash balance in each account based on transactions.
  • AssetView presents a consolidated view of your cash holdings just as it does for every other asset.
  • AssetView calculates a running cash balance for each account.
  • Assetview calculates cashflow consumed and produced by each asset within each account.
  • AssetView Projected Modes project your available cash balance at any future date.

Base Currency

AssetView uses US$ as the base currency. In the future, we will likely introduce a setting allowing you to choose your base currency.

  • Apps are customizations that modify, extend, or create additional functionality in AssetView
  • Unlike apps that sit on top of the platform (each a distinct environment), AssetView Apps are transformative, enriching the way you interact with AssetView.

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