We recently introduced sample portfolios as a way to explore CLARIFYProperty with fictional properties, transactions and forecasts. We have now made a couple of changes to give you more to try for yourself.

A transaction file to practise with

The sample portfolio now includes a downloadable transaction CSV file. This gives you an example file to explore and use to practise importing transactions, without needing to start with your own bank data.

It adds another part of the workflow to the sample: getting transactions into CLARIFYProperty, as well as working with them once they are there.

More opportunities to categorise

We have also reduced the number of transactions that are already categorised. Some remain categorised as examples to inspect, while more are left for you to work through yourself.

Choose a transaction, decide which category and property it belongs to, and see how your choices affect the figures. The sample gives you somewhere to become familiar with those decisions using fictional information.

The aim is to make the sample useful both for looking around and for learning by doing. You can follow an existing example, then try the next transaction yourself.