Articles | CashCalc Support

Client profile

Client Profile

What is the Client Profile?

How to update the Client Profile

How can I get my existing Calculator and Data Capture Form data into the Client Profile?

Data I didn't enter has appeared in the Client Profile. How?

How do I export data from Client Profile into the Cashflow Modeller?

Create a Net Worth Statement

How can I add Contributions & Withdrawals? How do they work?

Adding personal details

Who can create and edit notes?

How can I add valuations?

How we eliminate duplication of incomes & expenses

Does updating data affect any existing forecasts?