The Transactions tab of RightCapital's Budget Analysis is where the individual transactions feeding into the client plan can be viewed and managed. Although account linking is required to utilize the budget module, once an account with transactions is linked you can add transactions manually to any of the manually entered bank accounts or credit cards within the plan.
The budget analysis can be found within the Dashboard > Budget tab of each client plan:
Don't see any information in the Dashboard > Budget Tab?
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.
To learn more, click here.
To add a manual transaction, choose a manually entered account from the 'accounts' filter in the upper left corner of the page. This will cause a "+ Transaction" button to appear in the upper left:
Adding manual transactions is quick and straightforward. Enter the date, description, category, and amount of the transaction, and then click Save to add it to the client's budget analysis. Do keep in mind that when adding expenses, a negative number should be entered for the dollar amount.
After being added, if you need to edit that transaction in the future you can click on it to rename, recategorize, or change the dollar amount. You can also delete manual transactions by clicking the 'x' icon to the far right:
Additional Notes
- Manual transactions cannot be added to linked accounts. You must select a manually entered bank account or credit card in order to add transactions manually.
Before viewing, editing or adding transactions, your client will need to grant you access to view their transactions within their client portal settings. Click here for more.
