To change your password, company details or other information, you can do so on the My Account page.
You'll first need to login. After doing this, you'll see the 'My Account' link near the top of the page.
Here you can change your currency, company name and password with ease. Simply click "Save changes" once you're done for these to take effect.
Changing your account name or email
To change the name associated with your account and your reports or the email address you use to log in, you'll need to get in touch with us.
Please email [email protected] with your request and we'll be happy to help. Please note that the name on your account must be your own name and not that of your company.
Changing Direct Debit details
If you're a Premium user and you need to change the details for your Direct Debit with us, please send an email to [email protected] explaining the situation. Our team will happily help you out and talk you through the steps needed to change your subscription details.
Upgrading your account couldn't be simpler. We've outlined the process below.
Once you're logged in to your account, go to 'My Account', and then to 'Plans' on the left side.
From the 'Plans' page, you can choose to trial and buy the different CashCalc modules. You can find our new pricing structure, here.
Please take note that the 'Cashflow & Onboarding' module is a core plan, and must be added to your account before you can trial or buy our other optional modules.
You'll be taken to the website of our payment partners, GoCardless, in order to complete the payment. GoCardless are a Bacs approved bureau and simply an intermediary for setting up Direct Debits. They are also authorised and regulated by the FCA.
You'll be asked to enter an email address, name, billing address and your bank account details. Note that the email address and name entered do not need to be the same as for your CashCalc account.
Once you've completed this process you'll be directed back to CashCalc and will be instantly upgraded full access.
Once you've upgraded you'll become eligible for Bespoke Branding. This replaces the CashCalc logo throughout the website and across every page of every report you create.
Simply drop us an email at [email protected] with your logo attached and we'll set this up for you.
Any format of image will do, but the larger the image the better when it comes to how this will look on your reports.
What is Cashflow Planning?
Once you're a CashCalc Premium user, you can request a branded 'What is cashflow planning' - client facing - video, which you can embed onto your firm's website.
If you're a firm looking to upgrade with multiple licences, you may wish to read more about our additional log-in policies. This becomes available once you upgrade your account and allows additional advisers or paraplanners to be added to your account and share clients.
With any issues you have have related to upgrading, simply get in contact with us at [email protected]. Our team will get back to you at the earliest possible opportunity.
You are able to personalise your CashCalc account with your company’s branding. You can brand your dashboard, client-facing reports and Data Capture Forms. If used, you will also get a free, fully-branded ‘What is cashflow planning?’ video.
The process to brand your account is simple and straightforward. Click on My Account and select Branding under the Account Settings tab. You can upload your logo in a number of formats, including .PNG, .JPEG, .GIF or .SVG. We recommend that your logo image is at least 600 pixels wide. This ensures that it doesn’t lose quality when being placed onto your reports.
Alternatively, you can email [email protected] and attach an image of your company logo. This process generally takes up to 1 working day.
'What is cashflow planning?' video
Your Bespoke Branding package includes our free ‘What is cashflow planning?’ video – a client-facing video, which you can embed on your company’s website.
Firms with more than one planner who would like to use our tools can add additional log-ins on a per user basis. By adopting multiple accounts you can gain access to the Group Control Panel which provides useful management information and tools to help monitor how your planners are working.
If you're a new user, the new modular pricing structure is as follows:
When you create a CashCalc account you will automatically be placed onto a FREE 28 day trial. This allows you to use the entire suite of calculators from the very beginning, without the need to enter any card details or payment information.
As a trial user you will have full and unrestricted access to all of CashCalc’s features and modules. You can take a trial or CashCalc's different modules, here.
Throughout the trial period you will have the opportunity to upgrade your account and continue using CashCalc with no restrictions beyond the 28 days. The cost of upgrading is £50 + VAT per-month with no contracts or tie-ins.
If after the 28 days you decide CashCalc is not for you, that’s completely fine. You will not lose any forecasts and still have access to all your clients. However you will lose access to CashCalc's suite of tools..
For more information on our new modular pricing, please visit the Pricing page.
To get in touch with us regarding any queries you have about the tools, you have several options.
You can drop an email to [email protected] at any time and we will be in touch as soon as we are able. Both the development team and the financial advisers who provide support for CashCalc monitor the emails, and the relevant person will get back to you.
You can also call the office directly on 0333 300 3489 for any immediate assistance you may need. Our office is open from 9am - 5pm UK time during weekdays (excluding bank holidays).
You can also contact us through Twitter if you prefer - simply tweet or direct message us @CashCalc and we will be happy to get back to you.
Integrating your CashCalc account with other systems
Intelligent Office: Our 2-way Intelligent Office integration allows you to transfer client info with ease. You can import data from IO or use our Data Capture Forms to complete a full fact find in CashCalc, and then export data to create a client within IO. Click here to learn more
You can also set up your integration via the iO store, as the video below explains:
Enable: Easily push information from Enable into CashCalc, such as: Client Details, Savings & Investments, Pensions, and Other Assets & Liabilities. Click here to learn more
Plum Software: Our integration with Plum Software aims to eliminate the time-consuming task of re-keying client data. By being able to enter a client and corresponding details in one location and have the exact same data replicated elsewhere, we are ensuring the gap between two of the leading software providers has been bridged. Click here to learn more
Advicefront: Integrate your CashCalc account with the client-onboarding software provider, Advicefront, and sync client data across both accounts. Currently being Beta tested. Click here to learn more
Transact: Our integration with Transact allows you to seamlessly pull up-to-date client portfolio information into your CashCalc account. This will save you vast amounts of time not having to re-key data, and therefore streamline the process of creating a cashflow forecast. Click here to learn more
Watch the video below to find out how to integrate with Transact:
Under our Terms of Business, only the registered account holder is authorised to make use of CashCalc's services and outputs.
We prohibit a user sharing their account details with another person(s), or producing cashflows or reports for another member of their firm.
Users are required to add the appropriate number of licenses for the persons that are making use of CashCalc's services and outputs, at the appropriate level of working (Adviser/ Paraplanner).
When a premium account is created it is designed for a single non-transferable licence for a single user; the same can be said for the group premium accounts.
CashCalc support teams actively monitor behaviour which we find in contrary to our Terms of Business, and failure to add the appropriate number of licenses at the level of working (Adviser / Paraplanner) may cause the account to be deactivated.
How to add additional logins
To add an additional user login, log-in to your CashCalc account and click 'Add a login' at the top of the Dashboard.
Here, you can add an Adviser or Paraplanner license to your group package, which will automatically update your monthly CashCalc subscription.
The adding a client page can be accessed from a number of locations but the easiest is from the main dashboard. On the main dashboard there is a set of two large buttons; the one on the left is to 'Add a new client' and the one on the right is to 'View your existing clients'.
Click the 'Add a new client' button and you will be taken to a screen where you can enter all the necessary information about your client and their spouse if applicable. Then just click the add button.
In this video, our director, Ray Adams, shows you how to add a client:
In the My Clients section of the site you should be presented with a list of all your clients. In the very end column of the client's row there should be an 'Edit' and 'Delete' button.
Click the 'Edit' button and you will be taken to a page nearly identical to the one where you created the client. Here you can alter any information that needs changing and click the 'Update' button when finished.
With CashCalc, you have the ability to send every client a personalised Data Capture Form. This can be used to gather data from your clients regarding incomes, expenses, savings and pensions, as well as assets and liabilities. This data can then be imported into the financial planning tools at the click of a button.
Sending the form
To send a form, simply open up your client in CashCalc and click on the tab entitled "Data Capture Forms". From there, click the button entitled "Send a Data Capture Form".
Choose the sections you wish to include in the form, and then choose a method for which to send the form to your client.
We recommend sending the email via CashCalc, since we can then track the delivery progress of the email. If however you'd prefer to send the link via your own Email app (such as Outlook), you can choose "Send via my own email".
If you chose to send the form via CashCalc, an email will be pre-populated for you to send - all you need to do is enter the client's email address and click send.
The client will receive an email containing a secure link which, when visited, will contain a blank Data Capture Form personalised to that specific client.
Once the client completes the form, you will be notified via email and can then review or import the data into a financial planning tool.
In the video below, CashCalc Director and in-house Chartered Financial Planner, Ray Adams, takes you through the process of sending a Data Capture Form:
Re-sending a completed form
You may wish to send a form to a client who has already previously completed one.
To do this, simply follow the same process as above and send a brand new form to the client. Any data which the client has previously sent to you will be pre-populated inside the new form, they won't need to re-enter anything which has not changed since their last form submission.