Where can I input current living expenses?


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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