Add Income Dialog Box

1. From the Available Income box, highlight the income you want added to your goal plan.

2. Click . The income appears in the Selected Income box.

3. When you have selected all the income you want added, click OK. You return to the Funding screen and the newly added income appears.

Note: Any income earned prior to the year that the need/goal begins does not get accumulated in the plan and is therefore not available to offset future expenses.  However, if you add an account in the Funding tab and model annual contributions to that account, those contributions will accumulate – even in the years prior to the start of the need or goal.