First, obtain a 12-month cash flow report from MyProsperity and upload it to this calculator.

Then, view the Thomson Wealth cash flow system here to get an understanding of the cash flow structure this calculator is based on.

The calculator will convert your cash flow into the ideal bank account structure based on that system. If you use the Family CFO Service, the team can help set up an automated structure by opening a Macquarie Cash Management Account first.