Скачать или смотреть 1-Click Client Budgeting: Export Cash Flow from Pocket Plan to Excel

Tired of messy client spreadsheets? 🤯

As a financial advisor or coach, your time is precious. You need a fast, real-time view of your client's finances to create an accurate budget—not a week spent compiling data.

This video shows you how Pocket Plan makes client budgeting simple, insightful, and efficient. We walk you through the process of instantly viewing and exporting your client’s cash flow data.

In this quick tutorial, you'll learn how to:

Instantly access a single, organized view of your client's last 30 days of transactions.

Export their entire cash flow report into CSV or Excel format with just one click (perfect for deeper analysis or presentation!).

Quickly analyze income (deposits, interest, dividends) and expenses (categorized as Essential, Non-Essential, and Savings) to build a rock-solid monthly budget.

Pocket Plan helps you shift from data entry to high-value coaching. Give your clients the clarity they need and deliver financial plans that work.

🔗 Resources & Links
Try Pocket Plan Today as an Advisor: https://desktop.pocketplan.io/registe...

Need Support? https://pocketplan.io/knowledge-base/

Time Stamps (If applicable for a tutorial):
0:00 - Introduction: The problem with current client data
0:35 - Logging in and accessing the Cashflow Report
1:10 - How to sort and view transactions (Essential vs. Non-Essential)
1:45 - 🔥 The 1-Click Export Feature
2:15 - Key data points in the exported report (Income & Expense Breakdown)
2:40 - Summary and Next Steps