User
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1000 MyPts
Finance
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Add Fee
Add Holding
Add Share
Add Shareholder
Add Tax
Add Asset
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Transaction
User
Categorization
Source
Value
Tax
Referance
Date
Status
Action
Title
Name
Category
Payment
Amount
Tax%
Invoice
10/1/26
Paid
info
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Transaction
Activity
MyPts
Value
Balance
User
Date
Status
Action
Transaction
Activity
MyPts Type
Exchange Rate
Balance
Account
14/02/2026
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info
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Billing
Customer
Finance
Payment
Invoice
Date
Status
Action
Billing Title
Account/Profile
Billing Amount
Payment Method
Invoice ID
Billing Date
Paid
info
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Date
Income
Expense
Profit
Margin
Status
Action
10/01/2026
$2731
$1241
$991 Profit
Budget
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info
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Fee
Applied
Finance
Date
Status
Action
Fee Title
Activity
Type
11/03/2026
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info
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Holding
Provider
Finance
Balance
Currency
Date
Status
Action
Title
Provider/Owner
Holding Type
Current Balance
Currency
20/02/2026
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info
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Share
Class
Value
Issued
Ownership
Finance
Date
Status
Action
Share Type
Share Class
Share Value
Total Shares
Ownership %
Dividend
10/03/2026
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info
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Shareholder
Shares
Ownership
Finance
Eligibility
Date
Status
Action
Full Name
Type
Share Amount
Finance
Dividend
22/03/2026
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info
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Tax
Authority
Rate
Region
Finance
Date
Stauts
Action
Tax Title
Tax Authority
Tax Type
Country
Tax Category
10/02/2026
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info
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Asset
Category
Finance
Owner
Tracking
Date
Status
Action
Asset Title
Asset Category
Purchase Value
Department
Quantity
10/02/2026
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info
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Refund
Related
Finance
Method
User
Reason
Date
Status
Action
Refund Title
Related
Refund Amount
Refund Method
Account/Profile
Refund Reason
10/02/2026
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info
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Create New Transaction
Configure Transactions details.
Detail
Create MyPts
Configure MyPts details.
Detail
Create Bill
Configure Bill details.
Detail
Create New Profit
Configure Profit details.
Detail
Create New Fee
Configure Fee details.
Detail
Create New holding
Configure Holding details.
Detail
Create New share
Configure Share details.
Detail
Create New shareholder
Configure shareholder details.
Detail
Create New tax
Configure Tax details.
Detail
Create New Asset
Configure Assets details.
Detail
Create New Refund
Configure Refund details.
Detail