Inventory

Track asset categories and assets with project-aware totals, search, and detail panel.

Open Inventory#

1. Click Business in sidebar
2. Click Inventory

Layout#

Current inventory page has three parts:

• Category list on left
• Asset table in center
• Details panel on right

Use search bar to filter visible assets.

Categories#

Left sidebar groups assets by category and shows item counts.

You can also choose All Assets to see everything together.

Create a Category#

1. Click New Category
2. Enter category name
3. Choose type:
   • Contains Currency
   • Asset / Pcs
4. Save category

Assets#

Each asset row shows:

• Asset name
• Symbol when present
• Category
• Amount
• Last updated date

Click asset row to open more detail in right panel.

Create an Asset#

1. Click New Asset
2. Select category
3. Enter asset name
4. Optionally add symbol
5. Save asset

Details Panel#

Right-side panel shows expanded information for selected asset, including holdings and activity-related values derived from bookkeeping data.

Project Selector#

Inventory page uses top-bar project selector. Switching project updates visible inventory context.

Permissions#

Inventory access depends on your role.

See Roles & Permissions for details.