• Accepting connections

  Accepting connections Accepting connections enables a financial barista to provide specific advice based on your financial profile, and ensures you have access to all of the AdviceCafé features included in your membership.Popular

• Adding insurance

  Adding your insurance information in AdviceCafé 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 typeFew readers

• Adding assets

  Adding your assets in AdviceCafé On the Finances page, the Assets section is where you add the current balance of your asset accounts. Asset accounts include: Chequing General savings Investments Retirement savings Registered education savings (https://storage.crisp.chat/users/helpdesk/website/38640c1818e89200/winton-assets-sectFew readers

• Adding income

  Adding your income in the AdviceCafé app 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.Few readers

• Adding mortgages

  Filling out your mortgage info in AdviceCafé 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 tFew readers

• Recommended spendable by AdviceCafé

  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 ☕ SpeFew readers

• Adding debts

  Adding your debt in AdviceCafé 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.Few readers

• Money found by AdviceCafé

  Money found basics Money found is calculated using your income, spendable and committed expenses, which is on the Home page of your AdviceCafé 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-wiFew readers

• Adding expenses

  Adding your housing, transportation, financial obligations and miscellaneous expenses in AdviceCafé 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 🧾. HousinFew readers

• Changing your password in AdviceCafé

  Changing your password in AdviceCafé Step 1. Navigate to AdviceCafé at app.advicecafe.ca Step 2. Click Forgot password? Step 3. Enter your email and click Reset Password. Step 4. An email will be sent to yoFew readers

• Installing AdviceCafé on iOS

  Adding AdviceCafé to your iOS device's home screen AdviceCafé is available only through your AdviceCafé membership, and unavailable to download directly from the App Store. Step 1. On your iOS device, open your Safari browser and navigate to app.advicecafe.ca. Step 2. Press the Share button in your browser. (https://storage.Few readers

• eLearning library access

  eLearning library access Follow these steps when you’re ready to jump into eLearning. Log in to AdviceCafé Click learn on the menu A notification will pop up saying we’ve sent you an invite to eLearning at the bottom of your AdviceCafé screen Check your email and click the Accept Invite buttonFew readers