Historical Tracking and Insights
The #1 key improvement our users have repeatedly asked for is the ability to track their financial performance and we’re excited to let our community know that it’s coming!
Advisor Functions in the Card Tray – Overview
How to view the Expense Summary Open Card Tray Click the (i) icon next to the monthly expense value How to view MB Required Fields & Mandatory Fields Missing Open Card Tray and select the dropdown option in the top right to filter by MB Required Fields or Mandatory Fields How to view Flex Summary […]
How to archive, delete or restore a Financial Card
We’ve now given you the capability to Archive a card so that it can be treated as a past, editable record. Here’s how to do it!
How to create a new Financial Card
It’s fairly simple! Here’s how to Create a new Financial Card.
Protected: MyFinancials Overview
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Moorr Release – Introducing the Financial Card View – November 2023
We’ve introduced a new way to organise and manage your information easily and adjusted our infrastructure in preparation for historical tracking and richer insights (coming soon) into your household finances.
