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Meet Winton: Track your finances and get quick advice
Accepting connections Accepting connections enables professionals to provide specific advice based on your Winton profile, and ensures you have access to all of the Winton features provided by the professional or organization who invited you.
Adding your income in Winton On the Finances page, the Income section is where you add all of your household’s sources of take-home pay. Take-home pay is income after taxes and other deductions, such as insurance, group retirement plan, etc.
Adding your insurance information in Winton On the Finances page, the Insurance plans section is where you add all of your current insurance plans' coverage amounts and the years they were issued. Your insurance plans also include employer-sponsored and group insurance coverage. There are three types of insurance plans to choose from: Life - Add the type of
Adding your assets in Winton On the Finances page, the Assets section is where you add the current balance of your asset accounts. Asset accounts include: Chequing/ checking General savings Investments Retirement savings Registered education savings !(https://storage.crisp.chat/users/helpdesk/website/38640c1818e89200/winton-assets
Adding your debt in Winton On the Finances page, the Debt section is where you add your current debts such as credit cards, lines of credit, loans, etc. Details you should include are the current balances, monthly payments, interest rates, as well as debt limits and minimum monthly payments.
Filling out your mortgage info in Winton The Mortgage section is where you add your mortgages (e.g. your house, a rental property, cottage, etc.) The fields in the Mortgage section include: Mortgage type Traditional - a mortgage that typically has a fixed term (i.e. 3 - 5 years) and a fixed or variable interest rate. Part of the mortgage payment goes
Adding your housing, transportation, financial obligations and miscellaneous expenses in Winton Expenses can be either committed or spendable, which is a better way to understand your personal financial situation and stay on track. Committed expenses Your committed expenses are predictable expenses that benefit from automation. Committed expenses are divided into three main categories: Housing 🏡, Transportation 🚗, and Financial Obligations 🧾. Housing
Installing Winton on iOS
Adding Winton to your iOS device's home screen Winton can be added to an iOS device from your Safari browser. Currently, Winton is available by invite-only from your advisor or institution, and unavailable to download directly from the App Store. Step 1. On your iOS device, open your Safari browser and navigate to heywinton.app. Ste
Changing a password in Winton
Changing your password in Winton Step 1. Navigate to Winton at heywinton.app Step 2. Click Forgot password? Step 3. Enter your email and click Reset Password. Step 4. An email will be sent to you with a link
Money found by Winton
Money found basics Money found is calculated using your income, spendable and committed cash flow, which is on the Home page of your Winton account. Money found = income - spendable - committed expenses Every dollar of your money found should have a job, which will help you avoid overspending and encourage you to succeed with your spendable. [Learn more about spendable cash flow](https://support.cacheflo.co/en/article/recommended-spendable-by-winto
Recommended spendable by Winton
Spendable basics and tips Spendable cash flow (or spendable for short) is money designated for day-to-day expenses. It combines the traditional categories of wants, variable and discretionary expenses into one simple number so that you always know what is safe to spend. Examples of spendable expenses Groceries 🛒 Clothing 👕 Hobbies 🎨 Pets 🐶 Entertainment 🎥 Eating out 🥡 Charity donations 👛 Gifts 🎁 Family activities or extracurriculars ⚾ Morning coffee ☕ Spe
Accessing eLearning Step 1. Select Learn in the menu. Step 2. A new window will