eMoney Cash Flow 101 (Training Webinar)

In this webinar, we took a deep dive into how our simulation works. We get started by discussing Advanced Facts, then demonstrate how you can set default settings to streamline your day to day processes.

Finally, we’ll take a close look at the Cash Flow report, discuss best practices and what to look for when you’re advising your clients.

Listen Here

Topics Covered

• Advanced Facts
  • What accounts to connect
  • Fact defaults
• Simulation Design
  • Cash flow & Core Cash account

Resources

• Advanced Facts Efficiencies Video
• Facts Defaults
• Understanding the Cash Flow Report

If you’d like to register for any of our upcoming training webinars, head over to the eMoney Training page.