Does editing an entry affect the original value?
There are a number of options for editing entries in the Client Profile. In short, your editing of data will only affect your forecasts if you tell the system to, otherwise the original data will remain untouched.
The default option for editing entries is to create a new entry with the same name and a different value, this will become the default value for this entry unless you choose otherwise.
If the entry came from one of your forecasts, you will have the options to update the entry in that specific forecast, or even the ability to edit that entry across all forecasts for that client.
How do I edit items?
To edit an entry in the Client Profile, hover over the Actions button for that entry found on the right hand side of the screen. A dropdown menu will appear and simply click "Edit entry" to change the stored values for the entry.
See also:
- Does editing an entry affect the original value?
Where does the data come from?
The Client Profile sources its data for a client from numerous places throughout CashCalc. Personal details listed are from the most recently completed data capture forms completed by the client.
The main sources of data are:
- The Cash Flow Modeller
- The IHT Calculator
- Data Capture Forms
- Third Party Integrations (such as back-office providers and platforms)
What is the Client Profile?
The Client Profile is essentially a "mini fact-find". All information that is stored on CashCalc for this client is displayed there. This information comes from your forecasts, data capture forms, integrations and more.
How can I create a net worth statement?
With the Cashflow & Onboarding (Core) module, you are able to print a net worth statement detailing savings, pensions, assets & liabilities.
Follow these steps:
- Login to your CashCalc account
- Click on a client linked with your account
- In the Client Dashboard, click 'Client Profile & Net worth'
- Click 'Net Worth Statement' - this will load a .PDF which you can download and print