Skip to content

Eric

My feedback

5 results found

  1. 6 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Eric supported this idea  · 
  2. 1 vote
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Eric supported this idea  · 
  3. 11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    Eric supported this idea  · 
  4. 11 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Eric commented  · 

    As a financial coach, i would use this with my clients if I could access it via PC. Sinse the data is not bank or institution-linked, it removes a concern about safety.

    Eric supported this idea  · 
  5. 5 votes
    Vote

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    You have left! (?) (thinking…)
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback

    Signed in as (Sign out)
    An error occurred while saving the comment
    Eric commented  · 

    This would be useful for longer term cash flow projections, particularly or a planned transition to retirement where spending needs to change.

    An error occurred while saving the comment
    Eric commented  · 

    Living expense items can very from month to month; so, if we could look at a given representative period (1 month, 3 months, 6 months, 1 year) looking forward, it would greatly aid in budgeting.

    Eric supported this idea  · 
    Eric shared this idea  · 

Feedback and Knowledge Base