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.
