Updated: Nov 3, 2020
Have you tried our neutral balance sheets? There are actually three view options, table view, card view and comparison view. You will probably find that that the view you prefer changes depending on the matter, so it is a good idea to have a quick flick through the views in each of your matters.
These instructions show you how to launch the neutral balance sheet from the home screen, and also how to open the table, card or compare view.
Our neutral balance sheet highlights areas in dispute in red, whether there is a dispute about the value of the asset, who gets the asset, or even the ownership of the asset and whether or not it is in the pool. Let’s take a closer look at the neutral balance sheet for the demo mediation matter that is populated when you signed up to FamilyProperty.
In this neutral balance sheet I changed Flynn's value on the Family home (34 Flint Street at the top of the spreadsheet) so that it was different from Molly's. As you can see the values are coloured red, as well as the sliders.
I changed Flynn's value for the asset simply by clicking on the value and typing in that party’s value. When I do this it also changes the details on Flynn's balance sheet.
Compare balance sheets
In this neutral balance sheet you can see that the liabilities and superannuation are shown as green, this card just focuses on the items that need resolution (in this case two items). It is really great for an overview of what is happening, and what needs to be resolved.
In card view each asset or liability has its own card and the cards either sit separately while they are in disagreement or together once they are agreed. This view is a great visual indicator of what needs to be done, and it is really easy to see or change the details of each asset or liability.
Want more tips or tricks?
If you want more information about the features that are available for the spreadsheet, or instructions for those features, then you could visit this page on our website.
We also post tips and tricks on our Instagram account which you can visit here, and we share them with our mailing list for our subscribers. If you are not receiving those emails reach out to Janis at firstname.lastname@example.org so she can add you to the list.