Boldin

This feature allows you to best manage your surplus funds

What is Excess Income?

This article describes the 3 withdrawal strategies available in PlannerPlus.

Default Withdrawal Strategies

This video demonstrates the use of transfers, one-time expenses, and disbursements.

Video Demo: move money in and around your Plan

This video provides an overview of the Money Flows section and demonstrates how to customize your withdrawal strategy.

Video Demo: customizing withdrawals

How to model proportional withdrawals in Boldin

Nancy Gates

Money Flows

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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