This is due to the planning method you have set within the client settings. When the "Goals based" planning method is selected, RightCapital mostly ignores income and expenses and instead looks to goals, savings, and account information in retirement. This will remove the Add Expense" button, and only pension and annuity income will appear within the "Add Income" menu.
To change the Planning Method to "Cash Flow" or "Modified Cash Flow" this can be changed in the Gear icon > Settings > Methodology tab within the client plan. To learn more about the planning methods that RightCapital offers, please click here.
