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Part 8 - Budget and Transactions Summary


Once we’ve collected 30 days of data from the institutions, we go through and adjust the budget numbers so they are actually reporting what we feel you should budget in each category. This makes our clients pay more attention to what they are spending as they go through making these decisions on a monthly basis.

It does take the system 30-60 days to make sure that all of the categories are coming in regularly and under the right category. Once we make the necessary corrections the client shouldn’t have to do any data entry.They can search specific categories and see every transaction. They can even do specific date ranges. This program is also available as an app on your phone making it even easier to stay on track.



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