Where can I input current living expenses?

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The system allows you to input current living expenses in more than one way.  You can use the simple budgeting tool, which will allow you to enter a pre-retirement expense amount and a post-retirement expense amount.  You can also create ad-hoc expenses that can be layered over the base living expenses. This will allow you to create more complex cash flow strategies.

You can input living expenses from the Worksheets - Client Data - Cash Flow/Goals tab in the Living Expenses / Incomes

You can enter values at the top level by simply typing in the input fields or you can access the Budget Planner screen.

 

 

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