Track Cash Flow
The Cash Flow Dashboard shows the credits coming in and the debits going out for “spending” accounts such as checking accounts and credit cards, as well as savings accounts to help measure what the contact is taking in and out of savings. This dashboard should allow you to understand how your contact spends and saves. If they do not have any accounts listed, use the + Add Account button to add accounts. Notice that advisers can only add property, insurance, and manual accounts. Your contacts can use the Link your account option in their dashboard to aggregate accounts directly from their institutions. Use the chart to breakdown their spending patterns within 30 days, 12 weeks, 6 months, and the maximum time period presented. At the bottom of the page you can see the accounts listed and expand to see the transactions themselves.