How do I view and analyze my clients' financials?

On your Happy Mango counselor portal, you can view and analyze your client's financials without manually compiling the data or performing any calculation. 

First, your clients must have granted you access to their financial data.  Your clients can grant you access in the "Grant Coach access" section of "Ask My Coach" page on their Happy Mango portal. 

Once you have gained access, the hyperlinked "Financials" will appear on your current client page. 

Clicking on this link opens up access to your client's current financial data and the tools for analyzing it.  You can use these tools to guide your clients to make forecast, create budge, or understand ways to save financially.  The same tools are also available to your clients on their portal for free.