Fingate Funds Management > CMS > How To... > Create or Modify a Custom Period in CMS

How To:  Create or Modify a Custom Period in CMS

Define Custom Periods to forecast activity beyond the fiscal year period for non-sponsored accounts or beyond the active installment period for sponsored accounts.

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What's Next?

  • Use custom periods to generate reports showing activity beyond the fiscal year period for non-sponsored accounts or beyond the active installment period for sponsored accounts.
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