---
title: View past funding details
description: View the past funding details of your investments.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-business-management/investment-funding/view-past-funding-details.html
release: australia
product: Investment Funding
classification: investment-funding
topic_type: task
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Investment Funding, Strategic Portfolio Management]
---

# View past funding details

View the past funding details of your investments.

## Before you begin

Role required: sn\_invst\_pln\_v2.investment\_user

## Procedure

1.  Navigate to **All** > **Investment Funding** > **My Funds**.

2.  Click an investment card to open the investment for which you want to view the past funding details.

    If you want to open a different investment, access the drop-down menu next to the name of the currently displayed investment. Either search for another investment by entering its name in the **Search My Investments** field or choose it from the five most recently visited investments.

3.  Click the **Allocate Funds** tab.

4.  Right-click on a column on the grid, and select **View Past Funding Details** to view the funding details of your investments for past fiscal periods.

    If you are not the owner of the investment but have been added in the **Viewable by** field of the investment, you can view the investments in read-only mode.

    The graph displays the comparison between the total funds received and the total actuals for the fiscal periods in the past one year.


**Parent Topic:**[Investment Funding](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-business-management/investment-funding/investment-funding-overview.md)