Requesting cashout

*NOTE: This feature of the Dashboard is only available for CFP students.



This guide is to show you how to request a cashout in the Dashboard so when you remove the money won't show as loss:

1. Go to Finances and select Request Cashout

2. Write in the amount and the reason (for example: "for personal expenses") and then press "request cashout".


3. Wait for it to be approved

4. Go to Finances > Make a transaction > Cashout > Save

5. Do a Daily Bankroll Update

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