Frequently Asked Questions

Most cash flow analysis tools take a rear view mirror look. Cash Flow Mapping looks out the front windshield.

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All of Cash Flow Mapping's plans come with the ability for you to create unlimited client accounts and unlimited maps.
If you create multiple cash flow maps and would like to highlight the differences between them, create an easy to digest comparison report. The best way to get started with reports is to watch this video for a walk through.
Use the quick calculator tool to convert an annual, twice annual, quarterly, twice monthly or weekly paid amount to a monthly number. Click on a field on any input page other than the Net Income page and click the calculator icon to the right of the field to show the calculator.
On the fixed expenses page of your cash flow map, click the yellow Add Second Home button under the Monthly Housing Expenses section.
If you have not configured two factor authentication previously, click on click here to configure now in the yellow bar at the top. If you would like to update your two factor authentication settings, click your name on the top right, then click settings, then click Update Two Factor Authentication Device.
From the client dashboard, click the share button on the top in the center of the screen. Enter the email address of the person with whom you would like to share the account and click Share. To view or delete any shares, click on the View Shares button on the share screen.
Watch this video for instructions on how to connect your Calendly account to your advisor site.

On the Net Income Calculator page of your cash flow map, you will see on the right in the Monthly Sub Totals area two different calculations: Net Income and Pay Stub Net Income.

Net Income is calculated by starting with the Gross Income and subtracting the Income Taxes, Group Benefits and Other Payroll Deductions listed. If you would like to see how each of these are calculated, click on any of them.

Gross Income is the amount of income shown on the 1040 plus any pre-tax contributions to assets such as a 401(k) Traditional or pre-tax deductions such as health insurance paid pre-tax. Each of these deductions that are added to gross income are in the pre-tax section of the pay stub marked with a *.

Paystub Net Income subtracts the pre-tax deductions Net Income to match what is shown on your client's pay stub.

Watch this video to learn about tax settings in Cash Flow Mapping