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Advanced Series Webinar Recap: A-Z Business Interests

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What makes this year's eMoney Summit different? For starters, our agenda has been built around our most popular training programs and frequently searched Help menu terms.

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Does your client own a business? Watch the video below to discover the different business types in eMoney, and best practices to showcase business planning in the application.

Looking for information on Business Interests?

Jump ahead using the chapter timestamps shown below:

  • Data Inputs – Entering Facts 4:30
  • The Schedule Tab in Facts 12:40
  • Buy/Sell Transactions 14:48
  • Data Outputs in Reports 18:40
  • Scenario Building with Advanced Planning 26:45
  • Presenting in Decision Center 50:58

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Check out how you can register for our upcoming Advanced and Impactful Extras webinars, earn Continuing Education (CE) credits by attending our monthly on-demand CE webinars or our virtual live training workshops.


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