Frequently Asked Questions
Need assistance with the Budget Analysis? RightCapital is here to help! Please use the common questions and answers below to assist you in generating financial plans. For additional assistance, use the link to our support team at the bottom of the article.
In order to utilize the budget analysis, clients must be invited to access their Client Portal, and must use account aggregation to link at least one bank account or credit card to the plan that is feeding in transactions. If there are no transactions being pulled into the plan, the budget module will display the following message:
As soon as at least one account is linked with transactions, the budget module will unlock and become fully available for use. Due to the account aggregation requirement, the budget analysis is only available for premium and platinum RightCapital subscribers.
With this setting deselected on the client side, you'll be able to view and assist clients in managing their transactions going forward.
To learn more about customizing budget categories in RightCapital, please reference the help center resource below:
You can replace the default budget categories in RightCapital by creating a Budget Category Template, and then setting that template as the default budget category template for new clients.
If a client's transactions appear to be missing or duplicated, you can follow the troubleshooting steps listed in the links below:
