Guide · Investments
An overall total or separate accounts
You can enter one overall figure, list accounts separately, or list some accounts while keeping the overall figure.
If you add a separate account after entering an overall investments or savings figure, FLYNQD asks what the account means. Replace overall total uses only your separate accounts. Keep the overall figure treats them as a breakdown, and the part you haven’t listed yet shows as “Not yet itemised”.
Each later account, or a change to an account’s value, asks again with the combined figure. When your separate accounts reach the overall figure exactly, the breakdown is complete and nothing more is asked. If they go above it, you choose to use the separate total. Deleting an account returns its value to the part not yet itemised.
The forecast never counts the same money twice, and only accounts owned by the same person are compared with that person’s overall figure. Cancel leaves everything as it was.
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FLYNQD provides planning illustrations and general information, not personalised financial advice. Forecasts depend on the figures and assumptions used.