Financial Planner is a powerful tool that allows you to view and maintain all of your financial information.
The dashboard provides a comprehensive overview of your financial performance.
Current Month Status - Your current month status is calculated using your total income and expenses.
Can I Buy It? - This allows you to make an informed decision on a purchase based on budget and financial goal data.
Net Worth - This calculation is based on the accounts being tracked in My Finance. Account types are grouped under assets and liabilities to derive net worth.
How Am I Doing? - This provides message and progress indicators to let you know if something requires immediate attention or it may reinforce things you are doing well. You may also receive special alerts from your financial institution.
Help Me Get To 100% - Click for steps to take to get the most out of using My Finance.
Income & Expenses shows a summary of your cash flow over the last six months. Spending shows a summary of spending for selected categories over the last six months.
Financial Goals shows a summary of financial indicators that let you know if you are on track for goals created.