...
| Widget Connector | ||
|---|---|---|
|
Canopy Data Engine
Introduction to Accounts
Overview of account structures within Canopy (video by Viknes)
| Widget Connector | ||
|---|---|---|
|
First Day on Canopy Engine (an Overview)
An Intro introduction to the administrative layout and a quick glance at transaction bookings (video by Martin)
...
Using the Parser
An introduction to on using the Parser to extract information from bank PDF statements (video by Martin)
...
| Widget Connector | ||
|---|---|---|
|
...
Portfolio Allocation & Allocation Matrix
An introduction to the Portfolio Allocation and Allocation Matrix feature (video by Viknes)
| Widget Connector | ||
|---|---|---|
|
...