Consolidated vs. Individual Views
Wevanta is built for the entire family. At the top of your Dashboard, you will see a Member Selector.
- All Members (Consolidated): Shows the global net worth of the entire family group.
- Individual (e.g. Dharmendra): Filters every chart, KPI card, and transaction list to only show that person's financial footprint.
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Permissions: As the Family Owner, you see everyone. Restricted members (Viewers) may only see their own individual dashboard.