Planit:Introduction to the Cash Flow Management Screen

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There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics.



In this Video you will Learn...
What do I enter on the Cash Flow Screen?
• Purpose of screen
• Overview of data entry required
• Screen feel summary vs detailed

Keep on Track! Continue training on...
Life Planning Integrated Planning
Cash Flow Management Screen Getting Started

Other Related Topics
Summary Cash Flow (Canada) Summary Cash Flow (Malaysia) Detailed Cash Flow


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.


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The Cash Flow Management screen is where you’ll identify the income and family expenses for the clients. Within PlanPlus Planit advisors can elect to do a simple summary cash flow for clients or they can elect to do full budgeting using the detailed cash flow management method. This is important information for further analysis. This helps to determine the resources available to achieve personal goals and objectives.