All Your Finances in One Place
![360 Wealth](https://static.wixstatic.com/media/5248db_8839642e59e449e8935e657711f644baf001.jpg/v1/fill/w_800,h_450,enc_auto/file.jpeg 1x, https://static.wixstatic.com/media/5248db_8839642e59e449e8935e657711f644baf001.jpg/v1/fill/w_1600,h_900,enc_auto/file.jpeg 2x, https://static.wixstatic.com/media/5248db_8839642e59e449e8935e657711f644baf001.jpg/v1/fill/w_2400,h_1350,enc_auto/file.jpeg 3x)
360 Wealth
![Baird Online 360 Wealth Overview Screenshot Example](https://static.wixstatic.com/media/5248db_3e1a9a7e7d1d4e298661d5ac2ada3d61~mv2.jpg/v1/crop/x_170,y_150,w_1229,h_1050/fill/w_95,h_81,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/360Overview_Browser_Annotation_1.jpg)
![Baird Online 360 Wealth Screenshot Example Two](https://static.wixstatic.com/media/5248db_73a9cd66daf248b5969216b34f3d296c~mv2.jpg/v1/crop/x_228,y_138,w_1239,h_1062/fill/w_96,h_82,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/360Overview_Browser_Annotation_2.jpg)
![Baird Online 360 Wealth Accounts Screenshot Example](https://static.wixstatic.com/media/5248db_bb575a6ecce946fca46e93169ed9b9d2~mv2.jpg/v1/crop/x_79,y_147,w_1451,h_1053/fill/w_115,h_83,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/360Accounts_Annotation.jpg)
360 Wealth > Transactions
View a summary of all your transactions by account. The Transactions page allows you to enter manual transactions, set rules for future transactions and implement multiple filters to search for specific transactions.
A
Manually add a transaction
B
Filter and search for a specific transaction
C
Link additional accounts
D
Export your transactions
E
Search for a specific 'tagged' transaction
![Baird Online 360 Wealth Transactions Screenshot Example](https://static.wixstatic.com/media/5248db_4e9629cb94504263b67c58903fcbeee8~mv2.jpg/v1/crop/x_75,y_142,w_1505,h_1058/fill/w_119,h_84,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/360Transactions_Annotation.jpg)
360 Wealth > Expense/
Income Analysis
Within the spending section you can access a detailed view of either your income or expenses.
A
View your total expenses or income by month
B
View a rolling six-month average of your expenses/income
C
View your top expenses/income for the current month
D
Review the transactions that make up a given month's income or expenses
E
Filter which accounts to include in your view
F
Select the time period to filter your results
![Baird Online 360 Wealth Expense and Income Analysis Screenshot Example](https://static.wixstatic.com/media/5248db_2883a6edea0548369dcbe8969250e5b7~mv2.jpg/v1/crop/x_124,y_145,w_1349,h_1055/fill/w_107,h_83,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/360Income_Annotation.jpg)
![Baird Online 360 Wealth Expense and Income Analysis Screenshot Example Two](https://static.wixstatic.com/media/5248db_63ae089f702144e49e5a80d91c0c9760~mv2.jpg/v1/crop/x_269,y_147,w_1123,h_777/fill/w_106,h_74,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/360Expense_Annotation.jpg)
360 Wealth > Budget
Build a custom budget that allows you to track your income and expenses across multiple spending and income categories.
A
Track your variable expenses
B
Monitor your recurring bills
C
View the current month's income and expenses
D
Review your budget notifications
![Baird Online 360 Wealth Budget Screenshot Example](https://static.wixstatic.com/media/5248db_c3d83851579549b4a91891a5fdbb8472~mv2.jpg/v1/crop/x_176,y_147,w_1225,h_1053/fill/w_103,h_89,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/360Budget_Annotation.jpg)
360 Wealth >
Net Cash Flow
Get an overview of your cash inflow, outflow and net transfers on the Net Cash Flow page.
A
Filter by time period
B
Feature Tour of the Net Cash Flow page
C
Print this page
D
Review cash flow details
![Baird Online 360 Wealth net Cash Flow Screenshot Example](https://static.wixstatic.com/media/5248db_51ea94c30ce249b580d33e376333430e~mv2.jpg/v1/crop/x_217,y_142,w_1141,h_1058/fill/w_99,h_91,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/360NetCashFlow_Annotation.jpg)
360 Wealth >
Investments
The Investments page provides you with a detailed view of your investment positions across both your Baird and linked accounts. Additionally, you can view asset allocation across all your investment accounts.
A
Filter by asset category
B
Drill into the positions/holdings within a specific asset category
C
Filter which accounts display within the Investments page
D
Link additional accounts
E
View a breakdown of positions by investment account
![Baird Online 360 Wealth Investments Screenshot Example](https://static.wixstatic.com/media/5248db_f94ed5956f97425b84047a00ceb5f1d3~mv2.jpg/v1/crop/x_138,y_147,w_1267,h_1053/fill/w_105,h_87,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/360Investment_Annotation.jpg)
360 Wealth >
Net Worth
The Net Worth page gives you a summary of all your assets and liabilities for your Baird and linked accounts.
A
Filter by accounts
B
Filter by time period
C
View a breakdown of your total assets and liabilities across all accounts
D
Access the Feature Tour for the Net Worth page
E
Review a summary of your net worth for a given period of time
![Baird Online 360 Wealth Net Work Screenshot Example](https://static.wixstatic.com/media/5248db_c56e30fa991a4ae59a82596d24e73fc9~mv2.jpg/v1/crop/x_176,y_142,w_1195,h_1058/fill/w_105,h_93,al_c,q_80,usm_0.66_1.00_0.01,blur_2,enc_auto/360NetWorth_Annotation.jpg)