Planit:Cash Flow Statement

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In this Video you will Learn...
How do I interpret and present the 'Cash Flow Statement' page of my client's document?
• Main income and savings
• Lifestyle expenses graph
• Detailed cash flow
• Manage lifestyle needs

Keep on Track! Continue training on...
Personal Financial Strategy Integrated Financial Plan
Initial Assessment Cash Flow Management Screen

Other Related Topics
Introduction to the Cash Flow Management Screen Detailed Cash Flow Income Tax Projection
Introduction to the Personal Financial Strategy Introduction to the Integrated Financial Plan


The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.