*Please note that users are currently required to utilize the Blooma PFS Template when uploading a personal financial statement into the system. The template is attached within this guide.
Upon uploading a Personal Financial Statement ("PFS") for a Contact, Blooma will parse the financial data from the document, and upload that data into the Blooma system. The parsed values can be found within the "Financial Statement" section of the Contact page.
To edit the values populated in the Financial Statement table, click the Add/Edit PFS button on the right side of your screen. Some data under the Financial Statement tab originates from within the Schedule of Real Estate tab. You can edit this under the SRE tab itself, or there are links to the tab within the Financial Statement tab off to the right.
Once you've clicked 'Add/Edit PFS' you will see the below table. From here you can add new line items by double clicking on the left-most box under the 'Category' column. This will display a drop-down menu with options to add different asset types. To add more line items, click the '+ New Line Items' button at the bottom of the table. Once you're finished don't forget to save your changes using the 'Save Changes' button in the top right part of your screen.