[et_pb_section fb_built=”1″ _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_row column_structure=”1_3,2_3″ _builder_version=”4.27.4″ _module_preset=”default” custom_padding=”0px|20px|0px|20px|true|true” global_colors_info=”{}”][et_pb_column type=”1_3″ module_class=”new-left-sidebar” _builder_version=”4.27.4″ _module_preset=”default” custom_css_free_form=”@media (min-width: 769px){|| selector{|| position: sticky;|| top: 100px;|| }||}” global_colors_info=”{}”][et_pb_heading title=”Content” _builder_version=”4.27.0″ _module_preset=”default” title_level=”h3″ title_font=”|600|||||||” title_font_size=”24px” custom_margin=”0px||0px||true|false” global_colors_info=”{}”][\/et_pb_heading][et_pb_menu menu_id=”10″ submenu_direction=”downwards” _builder_version=”4.27.4″ _module_preset=”default” menu_font=”||||||||” menu_text_color=”#485152″ menu_font_size=”20px” menu_line_height=”30px” custom_margin=”||0px||false|false” custom_css_free_form=”selector{|| \tmax-height: 550px;|| overflow-y: scroll;|| \toverflow-x: clip;|| scrollbar-width: thin;||}||selector .et-menu{|| flex-direction: column;||}||selector .et-menu li{|| border-top: 1px solid #00000010;|| padding-top: 15px;||}” global_colors_info=”{}”][\/et_pb_menu][et_pb_button button_url=”@ET-DC@eyJkeW5hbWljIjp0cnVlLCJjb250ZW50IjoicG9zdF9saW5rX3VybF9wYWdlIiwic2V0dGluZ3MiOnsicG9zdF9pZCI6IjE1OCJ9fQ==@” button_text=”View All Guides” button_alignment=”center” admin_label=”Button” _builder_version=”4.27.4″ _dynamic_attributes=”button_url” _module_preset=”default” custom_button=”on” button_text_size=”18px” button_text_color=”#FFFFFF” button_bg_use_color_gradient=”on” button_bg_color_gradient_direction=”90deg” button_bg_color_gradient_stops=”#e60312 0%|#d5742b 100%” button_border_width=”0px” button_border_radius=”30px” button_font=”Inter|700||on|||||” button_use_icon=”off” custom_padding=”5px|26px|5px|26px|true|true” box_shadow_style=”preset1″ box_shadow_vertical=”0px” box_shadow_blur=”4px” box_shadow_color=”rgba(255,255,255,0.41)” locked=”off” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”2_3″ _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][et_pb_heading title=”Vision Money Getting Started Guide” _builder_version=”4.27.0″ _module_preset=”default” title_level=”h2″ title_font=”|600|||||||” title_text_color=”#1C1F58″ title_font_size=”42px” global_colors_info=”{}”][\/et_pb_heading][et_pb_blurb title=”Welcome to Vision Money!” content_max_width=”100%” module_class=”detail-para” _builder_version=”4.27.0″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”24px” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”20px” body_line_height=”1.5em” global_colors_info=”{}”]<\/p>\n
We are excited to have you on board! Vision Money\u2019s primary purpose is to provide clarity and confidence in your financial planning by allowing you to see how your decisions impact your financial future.<\/p>\n
[\/et_pb_blurb][et_pb_blurb title=”Introduction to the Vision Money Concept” content_max_width=”100%” module_id=”introduction” module_class=”detail-para” _builder_version=”4.27.0″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”24px” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”20px” body_line_height=”1.5em” global_colors_info=”{}”]<\/p>\n
Vision Money is a comprehensive financial planning and tracking tool. It is designed to help you visualize your financial goals and monitor your progress in achieving them. Vision Money uses a goal-based approach, where you can set and manage multiple financial objectives, including savings, spending, income, and investment goals.<\/p>\n
The following chart represents our financial planning concept. Each piece of the conceptual diagram works together to give you a clear understanding of your financial situation.<\/p>\n
[\/et_pb_blurb][et_pb_image src=”https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/06\/Group-1321314901-1-1.png” title_text=”Group-1321314901-1″ _builder_version=”4.27.4″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][et_pb_divider _builder_version=”4.27.0″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_divider][et_pb_heading title=”Setting Financial Goals” admin_label=”Heading” module_id=”goals” _builder_version=”4.27.0″ _module_preset=”default” title_level=”h2″ title_font=”|600|||||||” title_text_color=”#1C1F58″ custom_css_free_form=”selector{|| margin-bottom: 15px !important;||}” locked=”off” global_colors_info=”{}”][\/et_pb_heading][et_pb_blurb content_max_width=”100%” admin_label=”Blurb” module_class=”detail-para” _builder_version=”4.27.0″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”24px” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”20px” body_line_height=”1.5em” locked=”off” global_colors_info=”{}”]<\/p>\n
Starting with your financial goals, you will set up each goal by defining key parameters like initial assets, savings targets, income expectations, and spending limits. Goals can be long-term or short-term, making them versatile for any financial situation.<\/p>\n
[\/et_pb_blurb][et_pb_blurb content_max_width=”100%” module_class=”detail-para” _builder_version=”4.27.0″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”24px” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”20px” body_letter_spacing=”5px” body_line_height=”1.5em” locked=”off” global_colors_info=”{}”]<\/p>\n
<\/span><\/span>Let\u2019s take a look at a few example goals:<\/span><\/p>\n [\/et_pb_blurb][et_pb_blurb image=”https:\/\/visionmoney.saimii.com\/wp-content\/uploads\/2025\/05\/Group.svg” icon_placement=”left” image_icon_width=”17px” content_max_width=”100%” _builder_version=”4.27.0″ _module_preset=”default” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”18px” custom_margin=”||10px||false|false” custom_padding=”|||20px|false|false” custom_css_free_form=”selector .et_pb_image_wrap{|| margin-top: 3px;||}” global_colors_info=”{}”]<\/p>\n Income Goal:<\/strong> I have a one-time income (balance) of $10,000.<\/p>\n [\/et_pb_blurb][et_pb_blurb image=”https:\/\/visionmoney.saimii.com\/wp-content\/uploads\/2025\/05\/Group.svg” icon_placement=”left” image_icon_width=”17px” content_max_width=”100%” _builder_version=”4.27.0″ _module_preset=”default” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”18px” custom_margin=”||10px||false|false” custom_padding=”|||20px|false|false” custom_css_free_form=”selector .et_pb_image_wrap{|| margin-top: 3px;||}” global_colors_info=”{}”]Income Goal:<\/strong> I make $60,000 per year.[\/et_pb_blurb][et_pb_blurb image=”https:\/\/visionmoney.saimii.com\/wp-content\/uploads\/2025\/05\/Group.svg” icon_placement=”left” image_icon_width=”17px” content_max_width=”100%” _builder_version=”4.27.0″ _module_preset=”default” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”18px” custom_margin=”||10px||false|false” custom_padding=”|||20px|false|false” custom_css_free_form=”selector .et_pb_image_wrap{|| margin-top: 3px;||}” global_colors_info=”{}”]<\/p>\n Spending Goal:<\/strong> I currently need $3,000 monthly to live on until I retire.<\/p>\n [\/et_pb_blurb][et_pb_blurb image=”https:\/\/visionmoney.saimii.com\/wp-content\/uploads\/2025\/05\/Group.svg” icon_placement=”left” image_icon_width=”17px” content_max_width=”100%” _builder_version=”4.27.0″ _module_preset=”default” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”18px” custom_margin=”||10px||false|false” custom_padding=”|||20px|false|false” custom_css_free_form=”selector .et_pb_image_wrap{|| margin-top: 3px;||}” global_colors_info=”{}”]<\/p>\n Retirement Goal:<\/strong> I want to retire in 20 years. I need $4000 a month to live comfortably.<\/p>\n [\/et_pb_blurb][et_pb_blurb image=”https:\/\/visionmoney.saimii.com\/wp-content\/uploads\/2025\/05\/Group.svg” icon_placement=”left” image_icon_width=”17px” content_max_width=”100%” _builder_version=”4.27.0″ _module_preset=”default” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”18px” custom_margin=”||10px||false|false” custom_padding=”|||20px|false|false” custom_css_free_form=”selector .et_pb_image_wrap{|| margin-top: 3px;||}” global_colors_info=”{}”]<\/p>\n College Education Goal:<\/strong> My child will attend college in 10 years. I estimate the need to be $40,000 per semester.<\/p>\n [\/et_pb_blurb][et_pb_blurb image=”https:\/\/visionmoney.saimii.com\/wp-content\/uploads\/2025\/05\/Group.svg” icon_placement=”left” image_icon_width=”17px” content_max_width=”100%” _builder_version=”4.27.0″ _module_preset=”default” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”18px” custom_margin=”||10px||false|false” custom_padding=”|||20px|false|false” custom_css_free_form=”selector .et_pb_image_wrap{|| margin-top: 3px;||}” global_colors_info=”{}”]<\/p>\n Spending Goal:<\/strong> I want to travel to Europe in 7 years. The trip will cost about $20,000.<\/p>\n [\/et_pb_blurb][et_pb_image src=”https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/06\/Picture1.png” title_text=”Picture1″ _builder_version=”4.27.4″ _module_preset=”default” max_width=”50%” custom_margin=”30px||30px||true|false” locked=”off” global_colors_info=”{}”][\/et_pb_image][et_pb_divider _builder_version=”4.27.0″ _module_preset=”default” locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_heading title=”Goal Evaluation” module_id=”evaluation” _builder_version=”4.27.0″ _module_preset=”default” title_level=”h2″ title_font=”|600|||||||” title_text_color=”#1C1F58″ custom_css_free_form=”selector{|| margin-bottom: 15px !important;||}” locked=”off” global_colors_info=”{}”][\/et_pb_heading][et_pb_blurb content_max_width=”100%” module_class=”detail-para” _builder_version=”4.27.4″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”24px” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”20px” body_line_height=”1.5em” locked=”off” global_colors_info=”{}”]<\/p>\n <\/span><\/span>Once your goals are created, Vision Money evaluates their feasibility using a Target Return Rate. The platform uses modeling to predict whether the goals are achievable in the specified timeframe.<\/span><\/p>\n Looking at the Goal Achievement %<\/strong>, we can see how much of your income goes towards each goal. This is the Cost %<\/strong>. Using our example goals above, you can see that 40% of the income is allocated towards the Monthly Spending goal, 41% towards Retirement, 18% toward Education, and 1% towards the trip.<\/span><\/p>\n The Goal % column shows how much of the goal will be fulfilled based on your income. In this case,100% of the Monthly Spending goal can be reached, 100% of the Retirement goal can be reached, but only 72% of the Education goal can be funded, and none of the trip goal.<\/span><\/p>\n [\/et_pb_blurb][et_pb_image src=”https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/06\/Picture2.png” title_text=”Picture2″ _builder_version=”4.27.4″ _module_preset=”default” max_width=”50%” custom_margin=”30px||30px||true|false” locked=”off” global_colors_info=”{}”][\/et_pb_image][et_pb_divider _builder_version=”4.27.0″ _module_preset=”default” locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_heading title=”Adjusting Target Returns” module_id=”targets” _builder_version=”4.27.0″ _module_preset=”default” title_level=”h2″ title_font=”|600|||||||” title_text_color=”#1C1F58″ custom_css_free_form=”selector{|| margin-bottom: 15px !important;||}” locked=”off” global_colors_info=”{}”][\/et_pb_heading][et_pb_blurb content_max_width=”100%” module_class=”detail-para” _builder_version=”4.27.0″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”24px” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”20px” body_line_height=”1.5em” locked=”off” global_colors_info=”{}”]Using the goals stated above, the system tells us that our goals are not entirely achievable based on the current rate of return and will have an asset shortage.[\/et_pb_blurb][et_pb_image src=”https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/05\/Frame-1321314902-2-1.png” title_text=”Frame 1321314902 (2)” _builder_version=”4.27.0″ _module_preset=”default” custom_margin=”30px||30px||true|false” locked=”off” global_colors_info=”{}”][\/et_pb_image][et_pb_blurb content_max_width=”100%” module_class=”detail-para” _builder_version=”4.27.0″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”24px” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”20px” body_line_height=”1.5em” locked=”off” global_colors_info=”{}”]<\/p>\n You can adjust the rate of return to see how it will impact progress towards your goals. So, let\u2019s say you increase the rate of return to 10% (from 2%). After recalculating, the system says your goals are now achievable. However, this higher return comes with more risk.<\/p>\n This exercise highlights an essential financial planning principle: balancing risk and reward. Vision Money helps you understand the trade-offs involved in investment decisions. The system can suggest adjusting other factors for users who prefer lower-risk investments, like reducing spending or extending timelines. This empowers users to create a balanced financial plan that suits their risk tolerance.<\/p>\n Note that there is also a Minimum Return<\/strong> option. This lets you see the minimum return amount you need to achieve your goals entirely.<\/p>\n [\/et_pb_blurb][et_pb_image src=”https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/06\/Picture4.png” title_text=”Picture4″ _builder_version=”4.27.4″ _module_preset=”default” max_width=”50%” custom_margin=”30px||30px||true|false” locked=”off” global_colors_info=”{}”][\/et_pb_image][et_pb_blurb content_max_width=”100%” module_class=”detail-para” _builder_version=”4.27.4″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”24px” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”20px” body_line_height=”1.5em” locked=”off” global_colors_info=”{}”]<\/p>\n You may see that an increased return amount will help you reach all of your goals. You can use that information to weigh your options. Do you need to change your investments, invest more, or even make a higher salary?<\/p>\n In the example goals we have been using, the Minimum Return calculates that we need a minimum of 7.12% return to reach our goals.<\/p>\n [\/et_pb_blurb][et_pb_divider _builder_version=”4.27.0″ _module_preset=”default” locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_heading title=”Prioritizing Goals” module_id=”p-goals” _builder_version=”4.27.0″ _module_preset=”default” title_level=”h2″ title_font=”|600|||||||” title_text_color=”#1C1F58″ custom_css_free_form=”selector{|| margin-bottom: 15px !important;||}” locked=”off” global_colors_info=”{}”][\/et_pb_heading][et_pb_blurb content_max_width=”100%” module_class=”detail-para” _builder_version=”4.27.0″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”24px” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”20px” body_line_height=”1.5em” locked=”off” global_colors_info=”{}”]<\/p>\n You should also recognize that not all goals are of equal importance. Vision Money allows you to prioritize<\/strong> your goals. This is useful for ensuring that your essential expenses are covered before focusing on savings or extra expenditures. This flexibility will enable you to adapt your plans as your circumstances change. By using goal prioritization, Vision Money helps you create a realistic and sustainable financial plan that aligns with your values and responsibilities.<\/p>\n You can manipulate the order of the goals by dragging a goal to a new position in the list. For example, you may want to prioritize your European vacation over your retirement savings. In that case, drag the trip goal above the retirement goal. You can then recalculate your goal achievement percentages.<\/p>\n In our example case study, moving our trip above our retirement goal changes things.<\/p>\n [\/et_pb_blurb][et_pb_image src=”https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/06\/Picture5.png” title_text=”Picture5″ _builder_version=”4.27.4″ _module_preset=”default” max_width=”50%” custom_margin=”30px||30px||true|false” locked=”off” global_colors_info=”{}”][\/et_pb_image][et_pb_blurb content_max_width=”100%” module_class=”detail-para” _builder_version=”4.27.0″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”24px” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”20px” body_line_height=”1.5em” locked=”off” global_colors_info=”{}”]<\/p>\n Now, we can fully reach our Monthly Spending, Trips, and Retirement. However, we can only realize 80% of the college education goal.<\/p>\n [\/et_pb_blurb][et_pb_divider _builder_version=”4.27.0″ _module_preset=”default” locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_heading title=”Setting Up Accounts” module_id=”accounts” _builder_version=”4.27.0″ _module_preset=”default” title_level=”h2″ title_font=”|600|||||||” title_text_color=”#1C1F58″ custom_css_free_form=”selector{|| margin-bottom: 15px !important;||}” locked=”off” global_colors_info=”{}”][\/et_pb_heading][et_pb_blurb content_max_width=”100%” module_class=”detail-para” _builder_version=”4.27.0″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”24px” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”20px” body_line_height=”1.5em” locked=”off” global_colors_info=”{}”]To get your complete financial picture, you must enter your current assets, income, expense, and liability accounts and transactions for your spending, income, and investment trades. This represents your actual (current) financial situation and can include bank accounts, investment portfolios, credit cards, and any other specific holdings and transactions you may have. You can use current account balances, so you do not have to go back and enter all the transactions. For investments, you can enter a past value, and the system will retrieve its value based on the initial balance date you specify.[\/et_pb_blurb][et_pb_blurb content_max_width=”100%” module_class=”detail-para” _builder_version=”4.27.0″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”24px” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”20px” body_line_height=”1.5em” locked=”off” global_colors_info=”{}”]Let\u2019s take a look at a few example accounts you may have:[\/et_pb_blurb][et_pb_blurb image=”https:\/\/visionmoney.saimii.com\/wp-content\/uploads\/2025\/05\/Group.svg” icon_placement=”left” image_icon_width=”17px” content_max_width=”100%” _builder_version=”4.27.0″ _module_preset=”default” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”18px” custom_margin=”||10px||false|false” custom_padding=”|||20px|false|false” custom_css_free_form=”selector .et_pb_image_wrap{|| margin-top: 3px;||}” locked=”off” global_colors_info=”{}”]<\/p>\n Bank Account:<\/strong> Current Balance of $17,000<\/p>\n [\/et_pb_blurb][et_pb_blurb image=”https:\/\/visionmoney.saimii.com\/wp-content\/uploads\/2025\/05\/Group.svg” icon_placement=”left” image_icon_width=”17px” content_max_width=”100%” _builder_version=”4.27.0″ _module_preset=”default” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”18px” custom_margin=”||10px||false|false” custom_padding=”|||20px|false|false” custom_css_free_form=”selector .et_pb_image_wrap{|| margin-top: 3px;||}” locked=”off” global_colors_info=”{}”]<\/p>\n Credit Card 1:<\/strong> Balance of -$2,150. Note that it is a negative amount because it is owed.<\/p>\n [\/et_pb_blurb][et_pb_blurb image=”https:\/\/visionmoney.saimii.com\/wp-content\/uploads\/2025\/05\/Group.svg” icon_placement=”left” image_icon_width=”17px” content_max_width=”100%” _builder_version=”4.27.0″ _module_preset=”default” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”18px” custom_margin=”||10px||false|false” custom_padding=”|||20px|false|false” custom_css_free_form=”selector .et_pb_image_wrap{|| margin-top: 3px;||}” locked=”off” global_colors_info=”{}”]<\/p>\n 401k Account:<\/strong> Current balance of 45,345.<\/p>\n [\/et_pb_blurb][et_pb_blurb image=”https:\/\/visionmoney.saimii.com\/wp-content\/uploads\/2025\/05\/Group.svg” icon_placement=”left” image_icon_width=”17px” content_max_width=”100%” _builder_version=”4.27.0″ _module_preset=”default” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”18px” custom_margin=”||0px||false|false” custom_padding=”|||20px|false|false” custom_css_free_form=”selector .et_pb_image_wrap{|| margin-top: 3px;||}” locked=”off” global_colors_info=”{}”]<\/p>\n Fidelity \u00a0Investment Account:<\/strong> Value of $10,312.78 with the following investments:<\/p>\n [\/et_pb_blurb][et_pb_blurb image=”https:\/\/visionmoney.saimii.com\/wp-content\/uploads\/2025\/05\/Group.svg” icon_placement=”left” image_icon_width=”17px” content_max_width=”100%” _builder_version=”4.27.0″ _module_preset=”default” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”18px” custom_margin=”||30px||false|false” custom_padding=”|||20px|false|false” custom_css_free_form=”selector .et_pb_image_wrap{|| margin-top: 3px;||}” locked=”off” global_colors_info=”{}”]<\/p>\n IRA:<\/strong> Balance of 2,500.<\/p>\n [\/et_pb_blurb][et_pb_divider _builder_version=”4.27.0″ _module_preset=”default” locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_heading title=”Recording Transactions” admin_label=”Heading” module_id=”recording” _builder_version=”4.27.0″ _module_preset=”default” title_level=”h2″ title_font=”|600|||||||” title_text_color=”#1C1F58″ custom_css_free_form=”selector{|| margin-bottom: 15px !important;||}” locked=”off” global_colors_info=”{}”][\/et_pb_heading][et_pb_blurb content_max_width=”100%” admin_label=”Blurb” module_class=”detail-para” _builder_version=”4.27.0″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”24px” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”20px” body_line_height=”1.5em” locked=”off” global_colors_info=”{}”]Recording each transaction gives you a clear understanding of your cash flow. Transactions might include your paycheck, grocery shopping expenses, car payments, or mortgage payments. A trade on your investment account is also considered a transaction you want to capture.[\/et_pb_blurb][et_pb_blurb content_max_width=”100%” module_class=”detail-para” _builder_version=”4.27.0″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”24px” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”20px” body_letter_spacing=”5px” body_line_height=”1.5em” locked=”off” global_colors_info=”{}”]<\/p>\n <\/span><\/span><\/span>Let’s look at some example transactions:<\/span><\/p>\n [\/et_pb_blurb][et_pb_blurb image=”https:\/\/visionmoney.saimii.com\/wp-content\/uploads\/2025\/05\/Group.svg” icon_placement=”left” image_icon_width=”17px” content_max_width=”100%” _builder_version=”4.27.0″ _module_preset=”default” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”18px” custom_margin=”||10px||false|false” custom_padding=”|||20px|false|false” custom_css_free_form=”selector .et_pb_image_wrap{|| margin-top: 3px;||}” global_colors_info=”{}”]<\/p>\n <\/span><\/span>Spending:<\/strong> Groceries, $150 from Bank Account<\/span><\/p>\n [\/et_pb_blurb][et_pb_blurb image=”https:\/\/visionmoney.saimii.com\/wp-content\/uploads\/2025\/05\/Group.svg” icon_placement=”left” image_icon_width=”17px” content_max_width=”100%” _builder_version=”4.27.0″ _module_preset=”default” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”18px” custom_margin=”||10px||false|false” custom_padding=”|||20px|false|false” custom_css_free_form=”selector .et_pb_image_wrap{|| margin-top: 3px;||}” global_colors_info=”{}”]<\/p>\n <\/span><\/span>Income:<\/strong> Salary, $5,000 to Bank Account<\/span><\/p>\n [\/et_pb_blurb][et_pb_blurb image=”https:\/\/visionmoney.saimii.com\/wp-content\/uploads\/2025\/05\/Group.svg” icon_placement=”left” image_icon_width=”17px” content_max_width=”100%” _builder_version=”4.27.0″ _module_preset=”default” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”18px” custom_margin=”||10px||false|false” custom_padding=”|||20px|false|false” custom_css_free_form=”selector .et_pb_image_wrap{|| margin-top: 3px;||}” global_colors_info=”{}”]<\/p>\n <\/span><\/span>Trade:<\/strong> Buy 5 shares of AAPL (Apple Inc.), Total Cost $900<\/span><\/p>\n [\/et_pb_blurb][et_pb_blurb content_max_width=”100%” admin_label=”Blurb” module_class=”detail-para” _builder_version=”4.27.0″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”24px” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”20px” body_line_height=”1.5em” locked=”off” global_colors_info=”{}”]<\/p>\n <\/span><\/span>After entering all your transactions, you will see your Account listing updated with balances based on the transactions. You can look at the details of each account and see the actual transactions you entered. You will also see a chart depicting your Total Assets and Total Liabilities, which you can adjust for a specific period.<\/span><\/p>\n [\/et_pb_blurb][et_pb_image src=”https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/06\/Picture6.png” title_text=”Picture6″ _builder_version=”4.27.4″ _module_preset=”default” max_width=”50%” custom_margin=”30px||30px||true|false” locked=”off” global_colors_info=”{}”][\/et_pb_image][et_pb_divider _builder_version=”4.27.0″ _module_preset=”default” locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_heading title=”Investment Performance Tracking” admin_label=”Heading” module_id=”investment” _builder_version=”4.27.0″ _module_preset=”default” title_level=”h2″ title_font=”|600|||||||” title_text_color=”#1C1F58″ custom_css_free_form=”selector{|| margin-bottom: 15px !important;||}” locked=”off” global_colors_info=”{}”][\/et_pb_heading][et_pb_blurb content_max_width=”100%” admin_label=”Blurb” module_class=”detail-para” _builder_version=”4.27.0″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”24px” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”20px” body_line_height=”1.5em” locked=”off” global_colors_info=”{}”]<\/p>\n <\/span><\/span>Vision Money continuously tracks your investment performance<\/strong> and compares the actual return to the target return rate. This lets you see whether your actual returns align with your financial goals. Are they performing well enough, or are they underperforming? \u00a0You can also see your actual Gain\/Loss amount and all holding details.<\/span><\/p>\n From this perspective, you may need to adjust your investment strategy. Investigating the data in Vision Money further, you can gain insight into the reasons behind the performance gap, helping you make informed decisions about your investment portfolios.<\/span><\/p>\n [\/et_pb_blurb][et_pb_divider _builder_version=”4.27.0″ _module_preset=”default” locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_heading title=”Linking Goals to Actual Accounts” admin_label=”Heading” module_id=”linking-goals” _builder_version=”4.27.0″ _module_preset=”default” title_level=”h2″ title_font=”|600|||||||” title_text_color=”#1C1F58″ custom_css_free_form=”selector{|| margin-bottom: 15px !important;||}” locked=”off” global_colors_info=”{}”][\/et_pb_heading][et_pb_blurb content_max_width=”100%” admin_label=”Blurb” module_class=”detail-para” _builder_version=”4.27.0″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”24px” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”20px” body_line_height=”1.5em” locked=”off” global_colors_info=”{}”]<\/p>\n <\/span><\/span>Vision Money allows you to tie your financial goals directly to your actual accounts to provide the most accurate evaluation of your goal achievement. This ensures that all calculations are based on your current \u201creal-world\u201d data.<\/span><\/p>\n You can select one or more accounts from the Goals Basic Settings page to link your accounts to your goals.<\/span><\/p>\n Continuing with our case study, let’s link the goals to all of our accounts.<\/span><\/p>\n <\/span><\/p>\n [\/et_pb_blurb][et_pb_image src=”https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/06\/Picture7.png” title_text=”Picture7″ _builder_version=”4.27.4″ _module_preset=”default” max_width=”50%” custom_margin=”30px||30px||true|false” locked=”off” global_colors_info=”{}”][\/et_pb_image][et_pb_blurb content_max_width=”100%” admin_label=”Blurb” module_class=”detail-para” _builder_version=”4.27.0″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”24px” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”20px” body_line_height=”1.5em” locked=”off” global_colors_info=”{}”]<\/p>\n <\/span><\/span>After linking the goals to your accounts, you can reevaluate the goals against your actual data and see the current progress toward the goals.<\/span><\/p>\n [\/et_pb_blurb][et_pb_image src=”https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/06\/Picture8.png” title_text=”Picture8″ _builder_version=”4.27.4″ _module_preset=”default” max_width=”50%” custom_margin=”30px||30px||true|false” locked=”off” global_colors_info=”{}”][\/et_pb_image][et_pb_blurb content_max_width=”100%” admin_label=”Blurb” module_class=”detail-para” _builder_version=”4.27.0″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”24px” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”20px” body_line_height=”1.5em” locked=”off” global_colors_info=”{}”]<\/p>\n <\/span><\/span>We can see now that the system projected that we would achieve 80% of our College Education goal. However, based on our current data, we can reach 94%.<\/span><\/p>\n This improvement demonstrates how Vision Money can reveal positive financial trends that may not be immediately visible. Linking accounts also minimizes the risk of errors in manual data entry, providing users with a more reliable financial overview.<\/span><\/p>\n So why do we see a difference?<\/span><\/p>\n [\/et_pb_blurb][et_pb_heading title=”Vision Money helps us understand the factors influencing progress.” admin_label=”Heading” _builder_version=”4.27.0″ _module_preset=”default” title_level=”h2″ title_font=”|600|||||||” title_text_color=”#1C1F58″ title_font_size=”24px” custom_css_free_form=”selector{|| margin-bottom: 15px !important;||}” locked=”off” global_colors_info=”{}”][\/et_pb_heading][et_pb_image src=”https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/06\/Picture9.png” title_text=”Picture9″ _builder_version=”4.27.4″ _module_preset=”default” max_width=”50%” custom_margin=”30px||30px||true|false” locked=”off” global_colors_info=”{}”][\/et_pb_image][et_pb_blurb content_max_width=”100%” admin_label=”Blurb” module_class=”detail-para” _builder_version=”4.27.4″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”24px” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”20px” body_line_height=”1.5em” locked=”off” global_colors_info=”{}”]<\/p>\n <\/span><\/span>Looking at the data, we can see that our Target Assets were $27,613, but our Actual Assets were $75,549. This means that we achieved our target asset by 273.60%.<\/span><\/p>\n We can see that the reported income is lower than the goal (red), but the spending was much lower (green), just under 5% of our target.<\/span><\/p>\n We can also see that the current return % is -3.59%, and the goal was .28%, so it underperformed. So we can see that we have a positive Asset Achievement because of our frugal spending. If the Asset Achievement % is over 100, we can surely meet our goals.<\/span><\/p>\n This analysis is an invaluable tool for us to make informed financial decisions. Vision Money empowers you to adjust strategies and stay on course toward achieving your goals.<\/span><\/p>\n [\/et_pb_blurb][et_pb_divider _builder_version=”4.27.0″ _module_preset=”default” locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_heading title=”A Quick Tour of the App” admin_label=”Heading” module_id=”app” _builder_version=”4.27.0″ _module_preset=”default” title_level=”h2″ title_font=”|600|||||||” title_text_color=”#1C1F58″ custom_css_free_form=”selector{|| margin-bottom: 15px !important;||}” locked=”off” global_colors_info=”{}”][\/et_pb_heading][et_pb_blurb content_max_width=”100%” admin_label=”Blurb” module_class=”detail-para” _builder_version=”4.27.0″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”24px” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”20px” body_line_height=”1.5em” locked=”off” global_colors_info=”{}”]Setting up your accounts is quick and easy. You will be ready to start taking charge of your finances in just a few steps.<\/p>\n First, let’s take a quick tour of the application.<\/p>\n After logging in, you will see the Dashboard, where you can see an overview of your finances, including the status of your goals, balance information, and income and spending amounts.<\/p>\n The application comes with sample data so you can see how it works. You can use this data to learn how the money flows through the application. Once you feel comfortable, you can simply delete the data and begin to configure the app with your own data.<\/p>\n There is a menu on the upper-left side of the app. Access it by clicking the \u00a0icon. It provides quick access to the Dashboard, Goals, Budget, Settings, and other data settings.[\/et_pb_blurb][et_pb_image src=”https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/06\/Picture10.png” title_text=”Picture10″ _builder_version=”4.27.4″ _module_preset=”default” max_width=”50%” custom_margin=”30px||30px||true|false” locked=”off” global_colors_info=”{}”][\/et_pb_image][et_pb_blurb content_max_width=”100%” admin_label=”Blurb” module_class=”detail-para” _builder_version=”4.27.0″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”24px” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”20px” body_line_height=”1.5em” custom_css_free_form=”selector b{|| font-weight: 600;||}” locked=”off” global_colors_info=”{}”]<\/p>\n You will notice a bell icon, \ud83d\udd14 , in the upper-right corner of the Dashboard. If you have any new notifications, the icons will display<\/p>\n Click the icon to open the Notifications panel. Once you read the notifications, you can click x to delete each one.<\/p>\n Each section on the Dashboard can be expanded and collapsed by clicking the arrow on the right.<\/p>\n It contains the following sections:<\/p>\n Now that you understand the Vision Money concept let\u2019s dive into configuring the application with your data.<\/span><\/p>\n [\/et_pb_blurb][et_pb_divider _builder_version=”4.27.0″ _module_preset=”default” locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_heading title=”Let\u2019s Get Started!” admin_label=”Heading” module_id=”get-started” _builder_version=”4.27.0″ _module_preset=”default” title_level=”h2″ title_font=”|600|||||||” title_text_color=”#1C1F58″ custom_css_free_form=”selector{|| margin-bottom: 15px !important;||}” locked=”off” global_colors_info=”{}”][\/et_pb_heading][et_pb_blurb content_max_width=”100%” admin_label=”Blurb” module_class=”detail-para” _builder_version=”4.27.0″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”24px” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”20px” body_line_height=”1.5em” locked=”off” global_colors_info=”{}”]The standard version of the Vision Money app is free and can be installed on your Apple or Android device. Go to the Apple or Google Play store and search Vision Money. Once installed and you load the application, you must create an account. Click Sign up at the bottom of the screen to create your account. Enter your email address and password to log in if you already have an account.[\/et_pb_blurb][et_pb_image src=”https:\/\/www.vision.money\/newsite\/wp-content\/uploads\/sites\/6\/2025\/05\/Frame-1321314902-6-1.png” title_text=”Frame 1321314902 (6)” _builder_version=”4.27.0″ _module_preset=”default” custom_margin=”30px||30px||true|false” locked=”off” global_colors_info=”{}”][\/et_pb_image][et_pb_divider _builder_version=”4.27.0″ _module_preset=”default” locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_heading title=”Create Your Account” admin_label=”Heading” module_id=”create-account” _builder_version=”4.27.0″ _module_preset=”default” title_level=”h2″ title_font=”|600|||||||” title_text_color=”#1C1F58″ custom_css_free_form=”selector{|| margin-bottom: 15px !important;||}” locked=”off” global_colors_info=”{}”][\/et_pb_heading][et_pb_blurb image=”https:\/\/visionmoney.saimii.com\/wp-content\/uploads\/2025\/05\/Group.svg” icon_placement=”left” image_icon_width=”17px” content_max_width=”100%” _builder_version=”4.27.0″ _module_preset=”default” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”18px” custom_margin=”||10px||false|false” custom_padding=”|||20px|false|false” custom_css_free_form=”selector .et_pb_image_wrap{|| margin-top: 3px;||}” global_colors_info=”{}”]<\/p>\n Creating an account is simple. Enter your name and email address, then review and accept the Terms of Use and Privacy Policy. Click Continue<\/strong>.<\/p>\n [\/et_pb_blurb][et_pb_blurb image=”https:\/\/visionmoney.saimii.com\/wp-content\/uploads\/2025\/05\/Group.svg” icon_placement=”left” image_icon_width=”17px” content_max_width=”100%” _builder_version=”4.27.0″ _module_preset=”default” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”18px” custom_margin=”||10px||false|false” custom_padding=”|||20px|false|false” custom_css_free_form=”selector .et_pb_image_wrap{|| margin-top: 3px;||}” global_colors_info=”{}”]<\/p>\n Next, enter the password you wish to use. You will need to enter it twice. Then click Continue<\/strong>.<\/p>\n [\/et_pb_blurb][et_pb_blurb image=”https:\/\/visionmoney.saimii.com\/wp-content\/uploads\/2025\/05\/Group.svg” icon_placement=”left” image_icon_width=”17px” content_max_width=”100%” _builder_version=”4.27.0″ _module_preset=”default” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”18px” custom_margin=”||10px||false|false” custom_padding=”|||20px|false|false” custom_css_free_form=”selector .et_pb_image_wrap{|| margin-top: 3px;||}” global_colors_info=”{}”]<\/p>\n We will send you a verification email. Enter the Verification Code on the next screen, then click Continue<\/strong>. Your account creation is complete.<\/p>\n [\/et_pb_blurb][et_pb_divider _builder_version=”4.27.0″ _module_preset=”default” locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_heading title=”Sign In” admin_label=”Heading” module_id=”signin” _builder_version=”4.27.0″ _module_preset=”default” title_level=”h2″ title_font=”|600|||||||” title_text_color=”#1C1F58″ custom_css_free_form=”selector{|| margin-bottom: 15px !important;||}” locked=”off” global_colors_info=”{}”][\/et_pb_heading][et_pb_blurb content_max_width=”100%” admin_label=”Blurb” module_class=”detail-para” _builder_version=”4.27.0″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”24px” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”20px” body_line_height=”1.5em” locked=”off” global_colors_info=”{}”]<\/p>\n To log in, enter your Email and Password.<\/p>\n Note<\/strong>: If biometrics are turned on on your device, click Biometric Sign<\/strong> In and complete the login using your chosen biometric feature.<\/p>\n If you have forgotten your password, click Forgot Password<\/strong>. The system will ask you for your email address and send you a link to reset your password. The email will contain a verification code. Once you enter the code, you will be prompted to enter a new password.<\/p>\n After successfully signing in, the Dashboard will be displayed.<\/p>\n [\/et_pb_blurb][et_pb_divider _builder_version=”4.27.0″ _module_preset=”default” locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_heading title=”Initial Setup” admin_label=”Heading” module_id=”initial-setup” _builder_version=”4.27.0″ _module_preset=”default” title_level=”h2″ title_font=”|600|||||||” title_text_color=”#1C1F58″ custom_css_free_form=”selector{|| margin-bottom: 15px !important;||}” locked=”off” global_colors_info=”{}”][\/et_pb_heading][et_pb_blurb content_max_width=”100%” admin_label=”Blurb” module_class=”detail-para” _builder_version=”4.27.0″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”24px” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”20px” body_line_height=”1.5em” custom_css_free_form=”selector b{|| font-weight: 600;||}||selector li{|| margin-top: 10px;|| padding-left: 20px;||}” locked=”off” global_colors_info=”{}”]<\/p>\n The Initial Wizard removes the application’s sample data and helps you quickly configure the application with your accounts.<\/p>\n Click the \u2261\u00a0icon on the upper-left corner of any page on the app to open the menu. Select Initial Wizard<\/b>.<\/p>\n The wizard guides you through the setup process. Click Next Step<\/strong> to move through each step of the setup process.<\/p>\n Enter the Maturity Date<\/b><\/strong>\u00a0of the goal. This is the date you want to achieve the goal. Then, enter the Target Amount<\/b><\/strong>\u00a0you wish to accomplish in this timeframe.<\/p>\n Next, enter the Monthly Savings<\/b><\/strong>\u00a0amount you will contribute to the goal and the Return Percentage<\/b><\/strong>\u00a0the account earns.<\/p>\n<\/li>\n Give the account a Name and enter its balance.<\/p>\n<\/li>\n The Transaction Date<\/b><\/strong>\u00a0for this initial transaction will be the current date. Select a Category<\/b><\/strong>\u00a0by clicking on the Category field. You can select one of the pre-defined categories or add a new one. Then, enter the Transaction Amount<\/b><\/strong>.<\/p>\n<\/li>\n The Transaction Date<\/b><\/strong>\u00a0is the current date. Select a Category<\/b><\/strong>\u00a0by clicking on the Category field. You can select one of the pre-defined categories or add a new one. Then, enter the Transaction Amount<\/b><\/strong>. A calculator is available if needed.<\/p>\n<\/li>\n Enter the Investing Account<\/b><\/strong>\u00a0name, the (Symbol) Holding Security<\/b><\/strong>, Holding Shares<\/b><\/strong>, and the Total Cost<\/b><\/strong>.<\/p>\n<\/li>\n Enter the number of shares sold and the total cost of the transaction.<\/p>\n<\/li>\n [\/et_pb_blurb][et_pb_divider _builder_version=”4.27.0″ _module_preset=”default” locked=”off” global_colors_info=”{}”][\/et_pb_divider][et_pb_heading title=”Language and Currency Settings” admin_label=”Heading” module_id=”l-settings” _builder_version=”4.27.0″ _module_preset=”default” title_level=”h2″ title_font=”|600|||||||” title_text_color=”#1C1F58″ custom_css_free_form=”selector{|| margin-bottom: 15px !important;||}” locked=”off” global_colors_info=”{}”][\/et_pb_heading][et_pb_blurb content_max_width=”100%” admin_label=”Blurb” module_class=”detail-para” _builder_version=”4.27.0″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”24px” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”20px” body_line_height=”1.5em” locked=”off” global_colors_info=”{}”]<\/p>\n Once your account is created, we recommend setting the Language and Currency settings. Proceed to the Settings page by clicking the \u2261 icon and selecting Setting and Version<\/strong> from the menu.<\/p>\n [\/et_pb_blurb][et_pb_blurb image=”https:\/\/visionmoney.saimii.com\/wp-content\/uploads\/2025\/05\/Group.svg” icon_placement=”left” image_icon_width=”17px” content_max_width=”100%” _builder_version=”4.27.0″ _module_preset=”default” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”18px” custom_margin=”||10px||false|false” custom_padding=”||||false|false” custom_css_free_form=”selector .et_pb_image_wrap{|| margin-top: 3px;||}” global_colors_info=”{}”]<\/p>\n Scroll down the page to the Primary Currency<\/strong> section. Click Edit<\/strong>. Select your preferred currency and click OK<\/strong>. You can update the Primary Currency decimals in the next section if needed.<\/p>\n [\/et_pb_blurb][et_pb_blurb image=”https:\/\/visionmoney.saimii.com\/wp-content\/uploads\/2025\/05\/Group.svg” icon_placement=”left” image_icon_width=”17px” content_max_width=”100%” _builder_version=”4.27.0″ _module_preset=”default” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”18px” custom_margin=”||10px||false|false” custom_padding=”||||false|false” custom_css_free_form=”selector .et_pb_image_wrap{|| margin-top: 3px;||}” global_colors_info=”{}”]<\/p>\n Now scroll down to the Language section and click Edit<\/strong>. Select your desired language for the application’s interface.<\/p>\n [\/et_pb_blurb][et_pb_blurb content_max_width=”100%” admin_label=”Blurb” module_class=”detail-para” _builder_version=”4.27.0″ _module_preset=”default” header_font=”|600|||||||” header_text_align=”left” header_text_color=”#000000″ header_font_size=”24px” body_font=”|300|||||||” body_text_color=”#1C1F58″ body_font_size=”20px” body_line_height=”1.5em” locked=”off” global_colors_info=”{}”]<\/p>\n <\/span>\n
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