Details on the main Summary page

Expected vs YTD

On the main view, we can choose to see either our Expected or Year To Date (YTD) financial indicators depending on our viewing preferences. Expected values are extrapolated based on projected contributions from horizontal and vertical income. YTD values are computed based on contributions received yet year to date.

Chose Expected or Year To Date (YTD)

Viewing contribution to values via popups

Because the LifeTrack platform keeps track of all the underlying assets and liabilities, we can see the components which make up the various rolled-up values what what percent each contributes to the total:

Chose the icon to view the contribitions

Show a list of items which contribute to this value

Hover shows calculations

Computed fields (shown in Green) have hover values to show how the computation is performed:

Export HTML Summary

Your LifeTrack summary can be exported to a single-page HTML for easier sharing with other people. The exported summaryhas a subset of the data which can be accessed on the platform:

The output cuffently needs to be scaled to %50 to fit on a single page