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  1. Circle of Wealth Support
  2. Spending Game
  3. Cash Flows

Cash Flows

Overview, Reconciliation, Withdrawals, Desired Lifestyle Funding, Difference in Lifestyle Funding

  • ★ Overview of Cash Flows
  • Freeze Columns in Cash-Flow and Reports View
  • Manual Cash Flow Reconciliation
  • Spending Game Cash Flows Column Control

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