Big goals require big functionality. We deliver that and more with Projects.
Projects is an integrated financial planning tool that provides maximum flexibility for you to decide how you are going to achieve your financial goals. The tool supports multiple expense projects (such as trips of a lifetime), with automatic leveling of reserves (savings) required with ability to increase/decrease those savings on individual months as needed. Once your project is set, everything is included in your budget month after month to ensure your project is a success.
What makes Projects so powerful?
Projects handles the calculations you can't - even with a calculator. The calculations required to determine the optimal reserves needed over a series of months considering multiple expense due dates, amounts, with the ability to override reserve calculations on select months is intense. Let us do the figuring for you.
How easy is it to setup a new project?
In the example below (classic experience), we show you how a typical multi-expense project might appear after setup. You can see how reserves were leveled for you, ensuring each expense can be paid on time. You can also see where on one month, the reserves were overridden and increased with an expected tax refund. All you have to do is enter the expected expenses for the project, the dates you expect the expenses to come in, and then adjust the amounts we recommend putting aside in reserves in month to ensure your project is a success.
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