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Tips & Tricks – Home Dashboard Calculations

With the introduction of historical tracking and accurate ownership splits, the Moor Home Dashboard is now even more precise! Previously, Moor calculated any additions without considering ownership percentage or timing, which affected the accuracy of the Home Dashboard. The introduction of Historical Tracking has significantly enhanced our insights.

Here are two tips related to Start and End dates and Ownership.

Start and End Dates

As mentioned above, in the past Moorr calculated anything that was entered into the financial situation. This causes some issues in data handling, for example, if that income had not yet been started or if the loan or property does not exist yet.

To ensure that the Dashboard is accurate to the current situation there are a couple things to note:

  • Income, Borrowing or Asset entries with future start dates will not appear on the Home Dashboard until their start date has passed. When the start date passes it will be calculated into the Home Dashboard as part of the current position.
  • The card will show a message to advise the user that the start date is next month. The message will state: ‘Income start date is in the future. This card will not be included in current calculations & insights.’ See screenshot below.

image

  • Income with a past end date won’t be factored into the home dashboard calculations. You’ll also receive a warning message on the card, highlighted in Gray.

 

Ownership

We have also ensured that correct ownership is represented inside the dashboard. In the past if you owned 33% of a property inside Moorr it showed as you owning the full 100% – this is not accurate. If values do not look accurate on the dashboard it may be due to the user not completing the ownership correctly.

  • In this example, the owner has not completed their ownership so it shows as 0% of the value of the property which is $650,000

image

 

  • In this example, the owner has entered that they own 50% of the property, so it shows as $375,000 which is 50% of the full value of the property being $750,000

image

 

  • Here, the owner has full 100% ownership of the property, so there is no percentage breakdown.

image

 

👉 Keen to learn more about Historical Tracking & Insights? Click here!

👉 Dive into financial freedom with Moorr! Download now on iOS here and Android here.

 

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