Data Entry- 6 Videos

Expand Your Data Entry Knowledge

Need a quick tutorial? This article includes short, informative, videos designed to help you understand the six initial steps of data entry. These steps build the foundation for all financial plans within RightCapital.

Step 1: Family (3:14)

This training video focusses on entering the family profile into a client's plan. The client's household is used to calculate taxes, assign beneficiaries and track goals within the projection. For additional information on entering the family profile please review this help center article.

Step 2: Income (4:17)

This training video focusses on step two of the initial data entry where a client's income is input into the plan. This area is used to customize income types, annual increases, timing and taxation for the client and co-client. For additional information on entering a client's income please review this help center article.

Step 3: Savings (8:09)

This training video illustrates step three of the initial data entry. Here annual contributions to a client's invested assets are detailed within the financial plan. Savings are used in all planning methods to accurately project a client's assets into the future. For additional information on entering clients' saving's please review this help center article.

Step 4: Net Worth (7:05)

This training video details how a client's assets and liabilities are entered into step four of the initial data entry. This includes inputs for bank accounts, credit cards, investment accounts, stock plans, loans, properties, insurance policies, lifestyle and business assets. For additional information on entering clients' net with please reference this help center article.

Step 5: Expenses (4:36)

This training video illustrates how to list expenses in step five of the initial data entry process. This input is used in cash flow planning to project a client's assets into the future. For additional information on entering clients' expenses please reference this help center article.

Step 6: Goals (6:08)

This training video focuses on step six of the initial data entry. Goals are used to include retirement focused outflows within a client's plan. This input is used in all planning methods to project a client's assets into the future. For additional information on entering clients' goals please reference this help center article.


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Also, be sure to check out the Getting started guide and our YouTube channel for more!

For additional assistance with entering a client's information, please contact RightCapital Support.