Client Dashboard- Part 1

Client Dashboard- Part 2

Client Dashboard- Part 3

The Details Page

Upper Dashboard

Lower Dashboard

How to create a new action

Overview of the details page

Edit Personal Info

Edit Financial Info

Edit Financial Info- Overview

Edit Financial Info- Acceleration Account

How to change your password and add txt notifications

Important! Please watch before editing this page

Overview of the edit financial page

How to edit the acceleration account

Edit Financial Info- Mortgage

Edit Financial Info- Income

Edit Financial Info- Expenses

Edit Financial Info- Debts

How to edit your mortgage information

How to edit your income

How to edit expenses

How to edit debts

Edit Financial Info- Debts and Expense Consolidation

Edit Financial Info- Investment

Reconcile- How Often

Reconcile- Why Reconcile

How to edit the debts and expense consolidation section

How to edit the investment section

How often should i reconcile

Why you should reconcile

Reconcile- Step 1

Reconcile- Step 2

"What if"- Part 1

What If- Part 2

How to transact transactions

Making sure all the financial information is correct

How to enter in a "What If" scenario

How to decipher the results