Personal Wealth charts

Assets vs Liabilities

ass vs lia2

Shows a comparison of assets and liabilities on an annual basis.

Report codes used: PER.ASS, PER.LIA 

Cash Flow Progress

cash progress

Shows the progress towards the cash flow KPIs held in the Customise Data tab.

Report codes used: PER.KPI.INF, PER.KPI.OUT, PER.KPI.NCF

Cashflow vs Budget

cash vs budget2

Shows the cash spent, along with how much of this was within or over budget, and any difference as a 'saved' value.

Report codes used: PER.OUT 

Category Details

category details

Shows a breakdown of the assets held.

Formula: Assets

Report codes used: PER.ASS

 

Inflows - this year vs budget vs last year

inflows ty budget2Shows inflows compared to budget and last year's values, along with the difference.

Report codes used: PER.INF

Inflows vs Outflows

inflows vs outflows

 

Shows cash in and out over the year, with a difference between the two.

Report codes used: PER.INF, PER.OUT

Liabilities

liabilties

 Shows the amount of liabilities held. By default, the chart includes the 18 months prior to the report date.

Report codes used: PER.LIA

Outflows - this year vs budget vs last year

outflows ty budget3 

Shows outfows compared to budget and last year's values, along with the difference.

Report codes used: PER.OUT

Top 10 Assets

top assets 

Shows a breakdown of the top 10 assets. 

Report codes used: PER.ASS 

Top 10 Inflows

top inflows

Shows a breakdown of the top 10 inflows.

Report codes used: PER.INF

Top 10 Liabilities

top lia

Shows a breakdown of the top 10 liabilities.

Report codes used: PER.LIA

Top 10 Outflows

top lia3

Shows a breakdown of the top 10 outflows.

Report codes used: PER.OUT

Wealth Progress

wealth orig

Shows progress against the assets, liabilities and net wealth targets held in the KPIs/Targets tabs/

Report codes used: PER.KPI.ASS, PER.KPI.LIA., PER.KPI.NCF

Wealth Summary

 wealth

Shows the overall split between assets and liablities.

Report codes used: PER.ASS, PER.LIA

 

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