Which main report would you select to view both 'Savings' and 'Withdrawals' fields?

Which main report would you select to view both 'Savings' and 'Withdrawals' fields?

• A. Net Worth
• B. Retirement Projections
• C. Investment Performance
• D. Cash Flow

Answer: (D)

Cash flow focuses on how money moves in and out over a period. Savings are funds you contribute or set aside, while withdrawals are funds you take out. A Cash Flow report brings these movements together, so you can see both how much you’re adding to savings and how much you’re withdrawing in one place. Net Worth shows the value of assets minus liabilities at a moment in time, not the ongoing flow of money. Retirement Projections look ahead to future needs and typically model savings and withdrawals in a planning context, not a current cash‑movement summary. Investment Performance concentrates on returns from assets, not on actual cash movements like savings and withdrawals. For a view that includes both fields, the Cash Flow report is the best choice.

Cash flow focuses on how money moves in and out over a period. Savings are funds you contribute or set aside, while withdrawals are funds you take out. A Cash Flow report brings these movements together, so you can see both how much you’re adding to savings and how much you’re withdrawing in one place. Net Worth shows the value of assets minus liabilities at a moment in time, not the ongoing flow of money. Retirement Projections look ahead to future needs and typically model savings and withdrawals in a planning context, not a current cash‑movement summary. Investment Performance concentrates on returns from assets, not on actual cash movements like savings and withdrawals. For a view that includes both fields, the Cash Flow report is the best choice.