Set up financial inventory for integration to other tools

If you want to import the information from the financial inventory into other tools that integrate with DecisionVault, you'll have to make sure you have set the correct "general category" for each of your financial categories (asset / income). That makes it possible for other tools to directly import the financial information from DecisionVault into the right category on their end.

You can set this up from the customization screen for your financial inventory:

When you open the "settings" for each category you can set the correct general category from the dropdown: