Salary
Enter the current and future salary income for the clients over the years.
Form fields
Section titled “Form fields”Client
Section titled “Client”This field only shows for clients that are a couple.
A brief description of the entry. Usually Salary is enough, but you can be more specific, e.g. Part time salary, Side job, etc.
Each unique title will display as a separate column on the Salary Table. In addition, entries with the same title add up to a single column.
The dollar amount.
The selected client’s age.
Age From
Section titled “Age From”Defines when the transaction starts.
Age To (excluding)
Section titled “Age To (excluding)”Defines when the transaction ends. For recurring transactions only.
Recurring
Section titled “Recurring”If the entry spans more than one year, use Every to set the interval.
Inflation Adjusted
Section titled “Inflation Adjusted”If the entry is recurring, and/or in the future, applies inflation adjustment to the values in the future. The inflation rate applied is the client’s inflation rate.
KiwiSaver Rate
Section titled “KiwiSaver Rate”The employee contribution percentage. Employer Contribution is the employer contribution percentage.