Finding and selecting an existing fund

Before you can view or edit a fund, you will first need to select it from the list of funds. This can be easy when there are few funds to select from, but over time, you may need to use the filter to assist you.

Applying a filter

While viewing the Funds screen, all of the funds will be displayed in a list sorted alphabetically. To help us find a fund more easily, we can apply a filter to only display funds of a certain type.

1. Select the Fund Type using the drop down list.
   
2. Select if you also wish to view inactive funds.
3. Press the Apply Filter button. The list will now be filtered.

Opening the fund

Opening the fund is as simple as pressing the Select button on the fund. This will open the fund.