All Your Finances in One Place
360 Wealth
360 Wealth > Transactions
View a summary of all your transactions by account. The Transactions page allows you to enter manual transactions, set rules for future transactions and implement multiple filters to search for specific transactions.
A
Manually add a transaction
B
Filter and search for a specific transaction
C
Link additional accounts
D
Export your transactions
E
Search for a specific 'tagged' transaction
360 Wealth > Expense/
Income Analysis
Within the spending section you can access a detailed view of either your income or expenses.
A
View your total expenses or income by month
B
View a rolling six-month average of your expenses/income
C
View your top expenses/income for the current month
D
Review the transactions that make up a given month's income or expenses
E
Filter which accounts to include in your view
F
Select the time period to filter your results
360 Wealth > Budget
Build a custom budget that allows you to track your income and expenses across multiple spending and income categories.
A
Track your variable expenses
B
Monitor your recurring bills
C
View the current month's income and expenses
D
Review your budget notifications
360 Wealth >
Net Cash Flow
Get an overview of your cash inflow, outflow and net transfers on the Net Cash Flow page.
A
Filter by time period
B
Feature Tour of the Net Cash Flow page
C
Print this page
D
Review cash flow details
360 Wealth >
Investments
The Investments page provides you with a detailed view of your investment positions across both your Baird and linked accounts. Additionally, you can view asset allocation across all your investment accounts.
A
Filter by asset category
B
Drill into the positions/holdings within a specific asset category
C
Filter which accounts display within the Investments page
D
Link additional accounts
E
View a breakdown of positions by investment account
360 Wealth >
Net Worth
The Net Worth page gives you a summary of all your assets and liabilities for your Baird and linked accounts.
A
Filter by accounts
B
Filter by time period
C
View a breakdown of your total assets and liabilities across all accounts
D
Access the Feature Tour for the Net Worth page
E
Review a summary of your net worth for a given period of time
