In this session, we covered the ins and outs of the budgeting tool on the Client Portal.
Jump ahead by referring to the chapter timestamps below:
- Switching Between Advisor Dashboard and Client Portal 3:19
- Enabling Features for Client Website 5:35
- Setting Permissions and Organizer Tab 9:41
- Best Practices for Budgeting and Connecting Spending Accounts 10:33
- Connecting Accounts and Populating Spending Tab 12:04
- Purpose of the Spending Tab 16:30
- Granting Permission to View Spending Information 18:02
- Exploring Transactions Tab 22:06
- Spending Settings and Customization 28:30
- Excluding Accounts and Transaction Parameters 30:22
- Creating Budgets: Manual and Auto 37:29
- Auto Budgeting Overview 39:30
- Estimating Living Expenses 46:32
- Adviser Side View 48:01
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