Expenses: Estimate from Transactions Button

  • Where: Profile > Expenses
  • What: Use the Estimate From Transactions button to estimate a client's monthly expenses based on the last 6 months of data from linked accounts.
  • Tips: Be sure to go to Current Finances\Transactions and verify the accuracy of the data in the Category column before clicking on the Estimate from Transactions button.

In the detailed view, users can estimate all listed categories with Estimate from Transactions or estimate individual categories with the magic wand displayed to the right of each category.