Budget Planner Launched (bye bye Cashflow Goals)!

[Ryan Lillis]

We'll have a more complete update soon but suffice it to say that a few weeks ago we released Budget Planner! Budget Planner is the greatly enhanced version of what was previously called Cashflow Goals.

If you have an active Cashflow Goals plan, you can still access that plan when you're signed in by going to app.moneyswell.com/cashflowGoals but it is hidden from the sidebar and is replaced with Budget Planner.

Key features of Budget Planner include:

• Downloadable transactions from your linked bank accounts
• Quick transaction categorization using the default category feature
• Visual graphs for each of your categories monthly
• Budget pacing on the Review tab with enhanced details displayed like percent of goal complete, total goal value and more
• Month by Month Comparison graph

Upcoming additions to Budget planner will include:

• Help videos for each tab (Plan, Update, Review)
• Integration with your Dashboard agenda feature
• And more!

Give it a try and let us know what you think!