Budget categories in RightCapital allow you to tailor the income and expense categories used by the Budget module, as well as the pre and post retirement living expense cards. While you can always create and edit budget categories as the advisor, you can also grant invited clients the ability to add/edit budget categories within their client portal.
To do this, navigate to the Client Settings > Permissions tab of the Advisor Portal. Your Client Settings tab may be located in the Advisor Portal > °°° More Menu, depending on your specific account setup.
By checking the second setting on this page, clients will be able to create new categories and edit existing categories within the Gear Icon > Settings > Budget Categories tab of their plans. This is a global setting, and will apply to all clients that have been invited.
If you wish to revoke access for this setting at any time, uncheck the box and press the Save button in the bottom right corner.
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