How to videos

It starts with you telling us about what you own. If we were to use jargon, these would be called fixed assets. Really it is simply things you own that would not be considered financial instruments. This is also where we capture operating costs for things like homes and cars.

The financial side of what you own. This is where you can add your RSPs, TFSAs, RESPs and any other financial savings accounts you hold. These are your financial assets. If you currently make regular savings contributions they are captured here.

Your liabilities are what you owe. Enter your mortgages, line of credit, or other loans here. If the debt is secured by an asset it can be linked and any outstanding balance paid when you sell the asset.

Income captures the new money (excluding the earnings inside your savings accounts) that enters your life. Simply enter the pre-tax amounts you receive and we will add it to your cash flows, calculate taxes, and include taxes paid as on ongoing expense.

Expenses capture where you regularly spend in a repeating fashion think groceries, cell phones, childcare, etc. Our sign-up wizard will help you establish a baseline from which you can refine.

Future Choices is all about what you want to do in the future be it vacations, renovations, retiremnent new hobbies.