I love the visual on plan and on a client showing client in and outflows. However, I don;t believe it is taking transfers into account properly. It seems to ignore inter-account transfers and cash transfers when summing up flows. The expected outcome would be to include an inter-account transfer (say from a GIA to an ISA) as an inflow for the ISA and an outflow for the GIA. At a client level, the impact will be zero since they net each other out.
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Planned
Feature Request
4 months ago

Francois van der Merwe
Get notified by email when there are changes.
Planned
Feature Request
4 months ago

Francois van der Merwe
Get notified by email when there are changes.