A miscellaneous option for "where is my income going?" | Voters

A miscellaneous option for "where is my income going?"

complete

Dace DeKruif, CFP®

A miscellaneous option (that can be titled however) for "where is my income going?" so that it could be used for generosity, tihing, one time purchase,

December 30, 2025

Taylor Stewart

marked this post as

complete

Added an option to enable giving as a component on the "Where's my income going?" line. Turn it on in Advisor or set Client Settings page.

Taylor Stewart

marked this post as

in progress