Combined finance

A Standard Workbook brings selected finance projects into one view. Earlier versions called this Combined Finance. The statements stay in the source projects; the workbook uses their updated records as you add more history.

Connect the picture

Choose New Workbook on the Dashboard, select Standard Workbook, and choose the projects to include. Later, use Add Sources to connect another project. See Workbooks.

Depending on the source projects, the workbook can show:

• Combined bank and card spending, income and categories.
• Investment holdings, allocation and performance across accounts.
• Net worth across financial accounts, tracked assets and debts.
• Debt balances and progress across linked loans.

Use the available focus views and recipes to explore a part of the picture. Drill into a result to inspect the records behind it.

For retirement assumptions and scenarios, create a separate Retirement Planning workbook using the relevant projects.