There’s a new widget in your plans area that shows you a summary of the transactional data stored in Plannr for your clients plans. Where you have transactional data feeds set up or you’ve been manually adding contributions and withdrawals to the Transactions area of Plannr, these are now displayed based on the date range selected and for the plan or plans you’re viewing.

👉🏽 If you’re in Net Worth you’ll see a summary of all the inflows and outflows across every plan, not just any one singular plan.

We’ve added the data placeholders for Document Builder, including the date range - so you can pop your output into your reports and documents using these specific placeholders, e.g. { plan-1:flow_values_6_months }. Magic ✨

Need any further info? Our helpdesk article here has the low-down.