Altruist Client vs Payday CF

Altruist gives you full access to your investments and your Altruist financial advisor. Download the Altruist Client app to view and track the progress of your investments so you can feel good about your money. • View performance with key metrics like account balances, time-weighted returns, and earnings • Stay on top of transfers, deposits, withdrawals, and other important transactions • Gain insight into your investment allocations, including a detailed breakdown of exactly what you own Altruist is only available by invite from your financial advisor. If you’ve already created your account, download the Altruist Client app and log in to get started today.

Take the guesswork out of your cash flow. Payday CF helps you plan around your pay schedule—not just a monthly budget. Create a projected window for each paycheck and review how the income, bills, savings, debt payments, and hold-over funds you enter may affect upcoming pay periods. ORGANIZE EACH PAYDAY • Add weekly, biweekly, semimonthly, or monthly income • Create a card for each projected pay window • Track bills and expenses by due date or income window • Record opening bank and savings balances • Plan transfers to savings and debt payments • Carry funds forward between paydays with hold-over adjustments • Add notes and manual adjustments when your plans change REVIEW YOUR PROJECTED EXTRA Payday CF calculates a projected Extra for each window based on the information you enter. Review what may remain after planned bills, hold-over amounts, savings movements, and debt payments. Use the planning view to: • Swipe between past, current, and future pay windows • Review projected cash flow across multiple weeks • Identify windows that may need additional planning • See suggested hold-over and savings movements • Compare planned and actual savings behavior • Update your plan as your real-world information changes PLAN WITH OTHERS Share a budget with trusted members of your household or planning group. Review shared income, bills, adjustments, and projected windows together. REMINDERS WHEN YOU CHOOSE Enable bill-due notifications as a convenience. Notifications may depend on device permissions, operating-system settings, network availability, and other factors. Do not rely solely on notifications for time-sensitive financial obligations. PLANNING TOOL ONLY Payday CF provides estimates and planning suggestions based on information you enter. It is not financial, investment, tax, legal, credit, banking, or other professional advice. Payday CF does not guarantee that you will have sufficient funds, avoid overdrafts or shortages, pay every bill on time, or achieve any financial result. Projections may be incomplete or inaccurate if your information is missing, outdated, or incorrect. Always verify your actual account balances, income, bills, due dates, transfers, and other obligations before making financial decisions. Terms of Use: https://elucidatix.com/terms-of-use Privacy Policy: https://elucidatix.com/privacy-policy Support: https://elucidatix.com/support