Cash Flows

To enter a source of cash flows such as inheritance or gift received, do the following:

1. In the Cash Flow Name field, enter a name for the other income source.

2. In the Recipient field, the primary member of the client is selected by default. To select another recipient, click the Recipient drop-down and select their name.

3. In the Cash Flow Amount field, enter the amount of the cash flow.

4. In the Begin Year field, enter the year that the income begins.

5. In the End Year field, enter the year that the income ends.

6. Click the Inflation Adjusted drop-down and select Yes if inflation should be included and No if it should not be included.

7. The Inflation amount is automatically populated.

8. In the Growth Rate Above Inflation field, enter a percentage for the annual expected increase of the cash flow.

9. To add another source of cash flow, click Add.

10. When you have finished adding cash flow sources, click Next.