Input Screens

/Input Screens

Wages and Financial Data

Data is arranged in cards, and tabs

Retirement Planning

Data records are arranged vertically. Keep up to 3 alternative records in addition to the actual [...]

Planned Purchases

Data records are arranged vertically.

Income Taxes

Data records are arranged vertically. Taxes are grouped by years. keep up to 3 alternative tax [...]

Estate Planning

The first record on the left is the Actual data, you can see the word actual [...]

Disability

Track both client and spouse disability. Keep up to 3 alternative records in addition to the [...]

Death Needs

Data records are arranged vertically. Keep up to 3 alternative records in addition to the actual [...]

Cashflow

Keep up to 3 alternative records in addition to the actual making it easy to show [...]

Budget

Keep up to 3 alternative Budgets in addition to the actual data making it easy to [...]

Financial Statement

Track all assets or debts owned by the client. Keep up to 3 alternative statements in [...]