In the top right of the screen, you will see a set of three buttons that allow you to filter how your issues are organized by TYPE, FUND and PURPOSE. There is also the option to add a "4th Dimension", if desired.

This 4th dimension label can be customized to you so that it can identify, DEPARTMENT, FUNCTION, FACILITY or any other way in which you would like to categorize your debt.

Each of the filter options is also available via the Issues drop down.

Using the Issues drop down you can select any set of your issues, or all of your issues summarized by Type, Fund, Purpose or "4th Dimension". When viewing Summary you will see an aggregate schedule of all issues in that category. In order to see each of the issues in that category you simply click on the light blue title bar immediately above the aggregate schedule.

Your profile in DebtBook is organized by the the following filterable categories

  • Type

    • This represents the credit type of a given obligation

    • Each obligation has only one Type

    • Examples: General Obligation, Revenue, Note

  • Fund

    • This represents the funding source of a given obligation

    • Each obligation has at least one allocation, but can have multiple Fund splits.

    • Included in Payment Reporting allocation table

    • Examples: General Fund, Debt Service Fund, Water and Sewer Fund

  • Purpose

    • Each obligation has at least one allocation, but can have multiple Purpose splits.

    • Included in Payment Reporting allocation table

    • Examples: Public Safety, Parks, Schools

  • “4th Dimension”

    • Customizable category to meet your needs (Example: Project, Department, Ordinance, etc.)

    • Each obligation has at least one allocation, but can have multiple 4th Dimension splits.

    • Excluded from Payment Reporting allocation table

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