An inflows and outflows widget is visible on the Net worth page, individual plans dashboard, parent wrap and child wrap dashboards.
The results will reflect the page you are viewing the widget from i.e. the net worth page will return transaction information from all plans.
This widget is based on the transaction data in Plannr and the type of transaction is either a contribution or a withdrawal.
The Inflows & Outflows reflect the transaction data held against each plan in Plannr, either from provider feeds or manually entered. Where no provider feed exists and no manual transactions have been added, the output will not reflect the true position.
You can select the data set you want to view i.e. 3 months, 6 months, 1 year, or select custom dates to select a specific date range.
Document builder variables are also available to enable you to output inflows and outflows into your documents using dates, e.g. { plan-1:flow_values_6_months }
ⓘ The widget will include inactive plans in the data output if there were any transactions for an inactive plan within the date range chosen.
ⓘ Inflow and Outflow figures will ignore plan ownership percentages.