1. Log Your Income
Enter your commissions as they come in. Use the Income Type dropdown to track if it's FYC (New Business), Overrides from your team, or Renewals. The tool automatically splits every dollar into your 5 wealth buckets.
Your Strategic Split:
- 15% Saving: Future wealth.
- 30% Income Tax: IRS reserves.
- 40% Personal: Your salary.
- 10% ElevatePlus: Team growth.
- 5% Misc: Buffer fund.
2. Track Expenses
When you spend money (e.g., a trip, a dinner, or business training), use the Deduct Expense box. Choose which bucket is paying for it. For team expenses, use the specific categories like "Transportation" or "Communication".
3. Generate Flow Reports
Click Flow Report to see your financial health over any range of months. It will show exactly what came in and what is left in each bucket. You can export this to PDF for your accountant or Excel for deeper analysis.
Tip: Use the "Safety Zone" at the bottom to wipe data for a clean start next year. Remember: Data is saved locally in your browser for privacy!