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Tables

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Refer to the Tables FAQ for more help.

Salary​

Data from Salary entries.

Kiwisaver​

Automatically calculated from Salary entries based on the contribution selected for each entry.

Voluntary contributions can be added as Transactions and are always tied to the main client's tables.

Contributions​

Aggregated data from Transactions with Type Contribution. Each column represent an Asset Type for which there is at least one Contribution Transaction.

Withdrawals​

Aggregated data from Transactions with Type Withdrawal. Each column represent an Asset Type for which there is at least one Withdrawal Transaction.

Cashflow​

See dedicated page.

Retirement​

Columns​

  • Retirement Budget: Sum of all Retirement Budget entries.
  • Total Withdrawals: Sum of all Withdrawals during the retirement years.
  • Income Columns: Each source of Income During Retirement will have it's own column here.
  • Income From all sources: The sum of all income sources.
  • Salary Income: If one/both partner(s) keep working during retirement, their salary will be used to cover for negative shortfall.
  • Shortfall in Income Required: The resulting value of the calculations for that year. A positive value means surplus from income, a negative value signals a need for the client to draw from their investments to cover for their expenses.
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