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  2. Voyant Adviser
  3. Let's See - Charts

Let's See - Charts

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  • Q: The Net Worth chart is not showing the full value of my clients' assets. Why?
  • How to set an Expense Payment Source
  • Let's See Chart Details - What are "unscheduled" contributions?
  • Cash flow chart – What does the black “need line” represent?
  • Let's See - Are the incomes shown in the cash flow gross or net amounts?
  • Let's See - Annual "To Savings" total is higher than summed savings
  • Assets by Tax Type Chart - What types of investments are included in each asset category?
  • Transfers between accounts are not being shown as expenses in the chart details
  • View final estate distribution. No bar for final mortality year in the Let's See charts
  • Items not displayed in the Cash Flow chart
  • Assets Charts - Are trusts included in the assets/net worth charts?
  • Assets Chart - Why isn't the name of each asset displayed below the chart when the Detailed view is ticked?
  • The Chart Details Panel - View all of the annual transactional details including expenses, inflows, account balances and taxes
  • Chart Controls - Zoom in and out on charts; screen capture simulations and special views; refresh the charts
  • View expense payment sources on the Let's See chart details
  • Preferences - Start screen. Setting the software to open to the client's Cash Flow chart.

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