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.