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First Western Trust

Danielle Garcia Nosek avatar
Written by Danielle Garcia Nosek
Updated over 3 weeks ago

If the Activity Summary section is split in half on two different pages, make sure to table tag the values from the second page on the first page’s table, and vice versa.

This is so that the system recognizes the values should be pulled from the same table.

Extractions:

  • Beginning Balance

  • TX: Deposits

  • TX: Income

  • TX: Withdrawals

  • Unrealized Gains

  • Realized Gains

  • Ending Balance

Equations:

Gain/Loss

={unrealized gains} + {realized gains}

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