Bank Accounts & Financial Plans

Bank Accounts & Financial Plans



Please turn on your sound to watch the video, to watch full screen click on the 4 arrows next to the Vimeo logo

The video contains guidance for all users on how to manage bank accounts and financial plans, for full written user guidance on bank accounts click here and for financial plans click here

Bank Accounts
  1. Adding/Editing a Bank Account
  2. Client Valuation Detail Pop-up - this gives a breakdown of the clients total valuation (Bank accounts and financial assets)
  3. Client Valuation Forecast - this allows users to forecast a clients balance on a future date using the expected income/expenditure recorded on their client financial plan
  4. Exporting transactions to Excel
Financial Plan
  1. Adding/Editing a Financial Plan Item
  2. Copying a Financial Plan Item
  3. Viewing Historic Ended Plans
  4. Sorting Column
  5. Viewing multiple accounts
  6. Producing/Viewing the Financial Summary Report 



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