After completing the six initial steps of data entry, it is helpful to review the Retirement > Cash Flows > Summary report to review income and expense totals. This is a quick way to identify the total income inflows and expense outflows during every year of the financial plan.
For a more in-depth overview of information, click on an underlined column header (ex. Expenses) to see a breakdown of information. For more information on the cash flows, please click here.
