"Database" tab
This tab only has Portfolio Sync interfaces that also import data from databases.
The "Database" tab is divided into subtabs: Connection, options and various (database) tables.
To configure the connection of your Portfolio Sync Interface to the database, follow these steps:
- In the "Bank" area on the left of the "Settings" window, click the corresponding bank.
- Then switch to the "Database" tab.
- Select or clear the checkboxes and select the required settings on the subordinate tabs.
- Confirm your details with "Apply".