Overview Sections: Financing

Last Article Update 22.09.2023

In the Financing section you can see all the financing products you have. George Business combines them in this pre-defined section for your overview, as he does with the sections for accounts and cards, or the individual sections which you can create on your own. Of course, you can customise the section at any time.

What does the section show?

Depending on the financing product, you can access the account statements and details of the respective product directly from the overview. To do this, click on the "Statements" shortcut.

Here you see all the important information you need. For example, the product type, the borrower, the next instalment date or the account history.

More details

If you want to find out more about a certain financing product, you can also click on the action button (three dots) on the right-hand side to displays further available information, such as the history or further details. Just try it out.

Customise your overview sections

Open the "Customise Overview" in order to customise all the sections that you have. If you click on it, you will get to the overview where you can edit all sections and also decide which ones you want to have displayed in your overview and which ones not.

Moreover, you can sort the order of your overview sections via "Drag & Drop" after clicking on the hamburger icon on the right side of each section.

Of course, you can also add your own individual sections from there.

Edit your section

In the "Customise Overview" menu, George Business also offers you the option to cusomise each one of your sections to your individual need. You have the following editing options:

name it: you have up to 60 characters
make George calculate the total sum of the included financing products or not
select the financing products you want to include in this section

Please note: as in your own individual sections, you can also combine various product types, e.g. accounts, cards and financing products in your section. George might automatically rename your predefined section in that case though.

Customise your Overview Section for Financing