Feature of the Month: Generating ReportsJuly 16 2020
The WLTH Finance Tracker enables users to track all their finances in one location. All your financial information can be securely stored in your account so you can manage your finances with ease. Unfortunately, huge amounts of information can sometimes be overwhelming to analyse.
To assist with this, the platform aggregates your data to create digestible reports specific to your preferences. These reports provide easy to read snapshots of your finances so you can make more informed decisions.
To generate reports in the WLTH Finance Tracker, simply click the ‘View Reports’ option on the right side of your dashboard and simply select the report you want to view.
You will be able to select the period you’d like the report for, including the last 3, 6 & 12 months.
Sign up to WLTH Finance Tracker today and get access to all your financial information in our easy to understand reports. Simplify the way you manage your data!