You can merge multiple requests into a single Living Expenses report by linking applicants. This is useful for joint applications or clients who’ve submitted separate data.
🔗 Linking Multiple Requests
Open either client’s request in CashDeck.
Click the Link Applicant Request button.
3. Type the name of the other applicant/request. Matching requests will appear in a drop-down list.
4. Select the correct request and click Link.
Once linked, you can download a combined Living Expenses Analysis that includes both applicants’ data.
❌ Removing a Linked Applicant
If you need to unlink a request:
Click the Remove button next to the linked client’s name.
🧹 Removing Duplicate Accounts
When linking two requests, it's possible some bank accounts will appear more than once.
To clean this up:
Review the linked accounts for duplicates.
Use the eye icon to mark any duplicates as invisible in the report.
3. Click Download Spreadsheet again to generate a new report with the updated account list.