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Privacy and Security

Beegle's approach to security and privacy

Features and Usage

Guides and details on particular features and records in Beegle

Billing & Subscriptions

Details about managing billing and subscriptions

User & Login Management

Details about managing user privileges and login credentials

FAQ

List of frequently asked questions

Getting Started

Recently Updated Pages

Account Balances

Description Lists all assets and liabilities for a client group. By default the filter is set ...

Are you still covered?

Description This dashboard reports on a client insurances relative to insurance needs, while als...

Next steps & Achievements

Description This dashboard has two tabs: Next steps Lists, in date order, anything that ne...

Usage

Key dates are used for any items or events that don't fit neatly into a strategy, goal, or things...

Usage

As the name suggests, these records store all of a clients goals. Beegle displays goals that have...

Usage

Strategies are used to record any financial strategies recommended for a client. Typically, these...

Explanation of fields

The fields are relatively self explanatory. Those that impact dashboards, reports or require addi...

Explanation of fields

The fields are relatively self explanatory. Those that impact dashboards, reports or require addi...

How are you tracking?

Description This dashboard displays progress towards a client's goals. More specifically, the ...

Explanation of fields

Many of the fields for Strategies are intuitive. Following is a list of fields that either requir...

Recent Activity

Gilli created page Account Balances
2 days ago

Gilli created page Are you still covered?
2 days ago

Gilli updated page Next steps & Achievements
2 days ago

Gilli deleted chapter
2 days ago

Gilli sorted book Features and Usage
2 days ago

Gilli created chapter
2 days ago

Gilli sorted book Features and Usage
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User Guides

Details of usage of Beegle, and how data is processed and reported on dashboards

Created 1 week ago

Updated 4 days ago

Beegle App Support

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