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/premium information from all plans.
This widget is based on transaction/premium data in Plannr.
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.
The same applies for Premiums, if no Premiums have been added it won't be able to calculate.
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.
Inflows/Outflows Filters:
You can also filters on the Inflows & Outflows. Click the 3 dots in the top-right.
It defaults to calculate based on Transactions (which can be selected in the Transaction Types box too!).
If you want to include Premiums too, just click the tickbox.
Note - You must include at least one Transaction Type, as well as ticking Premiums, for it to calculate.
If you ever want to go back to the defaults, just click the Reset button.
