Property Name Type Purpose Relation Hide Property
Name Title / Always Show
Currency Multi-select / Always Show
Tags Select / Always Show
Starting Amount Number / Always Show
Deposits/Withdrawals Rollup - Withdrawals/Deposits
Template Name Properties Auto-Filled Purpose
/ / /
Synced View Purpose Views
[Investment Holdings] At A Glance See all your investment holdings at a glance. - Investment Holdings (Table)
[Allocate Funds From Finance Management] At A Glance See all your allocated funds at a glance. - Allocate Funds From Finance Management (Table)

Notion – The all-in-one workspace for your notes, tasks, wikis, and databases.