Resource Center

What is the 1-Click Expense Estimator?

In Profile/Expenses page, both advisors and clients can use the Estimate From Transactions button in simple view to estimate monthly expenses. Expenses are based on the last 6 months of data from linked accounts if at least one month's worth of data is available.

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In the detailed view, users can estimate all listed categories with Estimate from Transactions

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or estimate individual categories with the magic wand displayed to the right of each category.

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