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How to Read the Cash Projection Chart in Dynamic MyGOALS

Understanding what your future cash position might look like is an important part of financial planning.

The cash projection chart provides a visual representation of how your available cash may change over time, while also showing how different goals affect your overall position.

This makes it easier to understand the financial impact of decisions before they happen

What You’ll Learn

  • Understanding future cash projections
  • Goal-by-goal cash allocation
  • Goal completion impacts
  • Future cash balance changes
  • Understanding financial trade-offs

Why This Feature Matters

Many people focus on goals individually.

The Cash Projection Chart helps you see the bigger picture by showing how achieving one goal can influence the timing and outcomes of others.

Quick Guide: Understanding Cash Projections

Step 1: Open the Cash Projection Chart
Toggle from the Timeline to the “Cash Projection” view by clicking on the button near the top of the page.

Step 2: Review Goal Events
This view allows you to see how different priorities in the Timeline can affect your cash balances at various points in the future.

Use this to help you see the impacts of changes you consider making in your habits, planning and spending.

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