Since there's no direct link between Contacts and Finance, no records will show unless you have at least one related record in Tasks that also matches to records in Finance. Thus, I'd check that aspect first.
Thanks again for taking the time.
On my Task layout, I have the following filed FINANCE::expenses_amount which as you can see is from the FINANCE table. When a value is entered into that field during record creation in TASK, a record is also created in FINANCE.
In TASK, I also have another dropdown field: assignee which uses a value list linked to the CONTACT::contactid field. When a value is selected in this field, there is a match created with the related contact record in CONTACT.
I still can't get the portal to work.
I think I got it to work. I simply had to browse records for the portal to work. The record I was under had no related data.
Thanks for your input