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Finance App

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Checking funds

• Once logged into FOLIO, select the Finance App from the black bar at the top of the page. 

• To check a fund, find the "Search & Filter column (left-hand side of the page) and click on "Fund." It will turn blue when selected (see image below)

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• Key in the wanted fund name or code. Your search results will display to the right of the "Search & Filter" column.

• Click on the line of the wanted fund. This will open a third column pane on the right side of the screen (you can resize the panels to make them larger, if you like).

• The top section of the new column panel displays the selected fund information, including the name, code, and the group to which it belongs (see example in image below).

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Step 2

• Substep a

• Substep b

• Substep c

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Step 3

• Substep a

• Substep b

• Substep c

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Step 4

• Substep a

• Substep b

• Substep c

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