Frequently asked questions: wealth and projections

Here are the answers to the most frequently asked questions about wealth and projections. For more information, consult the dedicated documentation or contact us.

Is wealth tracking available in all plans?

Wealth tracking is part of the <strong>Ultra</strong> plan. Projections and scenarios are included from the <strong>Premium</strong> plan, with advanced scenarios available in Ultra. You can find the details on the Subscription screen in the app.

Are my assets valued automatically?

The balances of your connected bank accounts are synchronized automatically. However, the value of an asset such as a property or investment is entered and updated manually, whenever you wish.

What does the range in a projection mean?

• The <strong>cautious</strong> assumption sets the lower bound of the range
• The <strong>median</strong> represents the most likely scenario
• The <strong>favourable</strong> assumption sets the upper bound
• Reality usually lies between these bounds

Does a scenario modify my accounts?

No. A scenario is a simulation: it tests the effect of an event (income drop, exceptional expense) without affecting your real accounts, budgets, or transactions.

Are projections investment advice?

How often should I update my wealth?

An occasional update is sufficient: upon receiving a statement, after a significant repayment, or a new valuation. Up-to-date wealth makes your projections more useful.