The Transactions tab of RightCapital's Budget Analysis is where the individual transactions feeding into the client plan can be viewed and managed. If a client has granted you access to their transactions, you can rename transactions to help keep their budget analysis organized and accurate.
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.
Navigating Transactions
Using the dropdown menus at the top of the page, you can filter transactions by account, budget category, and time period. You can also search for specific transactions by name using the search bar:
Rename Transactions
Transactions can be renamed by hovering your mouse over a transaction, and clicking on the description. This can help increase clarity for transactions that feed into RightCapital with ambiguous descriptions:
