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Add a client

To add a new client, open the Client List and click on the Create button on the top right.

Add the client's name and birthday and click Proceed.

Form fields​

Start Date​

The date the calculations start to run.

  • By default, this is the day the client is created
  • Can be any date in the past or future
    • This is useful for adjusting the calculations to a date closer to the client's birthday
  • Must be greater than birthday
  • No transactions can be created at an earlier date

For more details on how it affects the calculations, see Concepts - Years and Ages

Main client​

Birthday​

Most ages displayed in the app are related to the main client.

  • Transactions
  • Retirment Income
  • Tables

Retirement age​

The age at which the client will retire, or has retired.

  • No retirement transactions can be created at a date earlier than the earliest of when one of the clients (main/partner) retire
  • Has no effect on the NZ Super qualifying age (which is always 65)

Partner​

Partner data is used for:

  • Partner's Salary Income entries
  • NZ Super automatic calculations
  • Retirment Income data input and tables
warning

Always leave Has Partner unchecked for clients that are single.

Portfolio​

Select one of the global portfolios or add a custom one.

Editing any of the entries you automatically create a custom portfolio. This can be undone by selecting a portfolio again.

Changes are only saved after clicking Save.

Inflation Rate​

The rate to be applied when adjusting future values.

Use global inflation​

Check this if the client's calculations should always use the global inflation rate.

Set it to false to be able to use a specific inflation rate for this client.

Automatically calculate NZ Super​

Check this to automatically add NZ Super proceedings to the client's income during retirement.

Details on how the values are calculations can be found in the Calculations section

Save​

The client is only created when you click the Save button.

Discard​

To discard your changes, you can navigate back or click on the sidebar and your changes won't be saved.

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