To add a change for a client, go to the client's Overview page and click into the Changes to be made section. Find the section where the change belongs, click "+ New change" at the bottom of that section, and type your description. The change saves automatically as you type.
There are two ways to add changes, depending on where you are in the app.
Method 1: Add directly on the Changes page
This is the most common way to add changes. From inside a client:
Go to Overview in the left sidebar.
Click into the Changes to be made page.
Find the section that fits your change (e.g., "Accounts to be opened / closed" or "Changes to Cash Flow").
Click "+ New change" at the bottom of that section.
Type the description of the change.
That's it — the change is saved immediately. No submit button needed.
Method 2: Use the "Add Change" button
You'll also see an "Add Change" button in the top-right area of the app when you're inside a client. This is a quick way to add a change without navigating to the Changes page.
Click "Add Change" in the top-right corner.
Select a Category from the dropdown (this is the section the change will be added to).
Type a Description.
Click Add.
The change gets added to the section you selected.
Understanding sections
Every client starts with five default sections:
Accounts to be opened / closed — New accounts to open, old ones to close or consolidate
Changes to Cash Flow — Adjustments to income, spending, savings, or debt payments
Changes to Investment Allocation — Rebalancing, asset allocation shifts, or new investment strategies
Changes to Procedures / Documents — Estate documents, beneficiary updates, titling changes
Changes to Insurance — New policies, coverage increases, or policies to cancel
These default sections are shared across all your clients. You can also create your own custom sections by clicking "+ New section" at the bottom of the Changes page. Custom sections can be renamed or deleted — default sections cannot be deleted, but they can be hidden.
Writing good change descriptions
A change description should be specific enough that you (or the client) know exactly what needs to happen. Think of it as an action item — what should someone do?
Good examples:
"Open a Roth IRA at Schwab and set up $500/month automatic contribution"
"Increase term life coverage from $500K to $1M through Northwestern Mutual"
"Update beneficiary on 401(k) to spouse as primary, children as contingent"
"Cancel whole life policy once new term policy is in force"
Too vague:
"Fix insurance"
"Look into accounts"
"Update investments"
"Do estate stuff"
The more specific you are, the easier it is to act on — especially if the change is visible to the client in their portal.
Other things you can do with changes
Check off a change — Click the checkbox next to any change to mark it as done.
Filter changes — Use the All, Not Completed, and Completed filter buttons at the top of the Changes page to narrow what you see.
Reorder changes — Drag and drop individual changes within a section, or drag entire sections to reorder them.
Delete a change — Hover over a change and click the trash icon to remove it.
Hide a section — Hover over a section header and click the eye icon to hide it from view. Click "Show hidden" to bring hidden sections back.