Resource Center

Expenses: Estimate from Transactions Button

  • Where: Profile > Expenses
  • What: Use the Estimate From Transactions button to estimate a client's monthly expenses based on the last 6 months of data from linked accounts.
  • Tips: Be sure to go to Current Finances\Transactions and verify the accuracy of the data in the Category column before clicking on the Estimate from Transactions button.
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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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