Eric
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6 votes
Reviewing for feasibility :-)
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1 vote
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11 votes
Financial functions will be in the shared space soon! Please provide your insight what functions you’d like to see – you can get the first sample via this KB article: https://qapps.uservoice.com/knowledgebase/articles/933846-financial-custom-functions
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11 votes
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5 votes
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.
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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.