Tables
The Tables tab has sub-tabs: Salary, KiwiSaver, Contributions, Withdrawals, Retirement, and Cashflow. Each shows calculated results from the client’s data.
Salary
Section titled “Salary”Data from Salary entries.
KiwiSaver
Section titled “KiwiSaver”Calculated from Salary entries using the contribution chosen for each entry. Voluntary contributions added as Transactions appear here and are tied to the main client.
Contributions
Section titled “Contributions”Sums of Transactions with Type Contribution. Each column is a Category that has at least one contribution.
Withdrawals
Section titled “Withdrawals”Sums of Transactions with Type Withdrawal. Each column is a Category that has at least one withdrawal.
Retirement
Section titled “Retirement”- Retirement Budget: Sum of all Retirement Budget (single value) entries and Retirement Budget - Itemised entries; the itemised form’s annual total counts as one budget value per entry.
- Total Withdrawals: Sum of all Withdrawals during retirement years.
- Income columns: One column per Income During Retirement source.
- Income from all sources: Sum of all income.
- Salary Income: If one or both partners keep working in retirement, salary is used to cover a shortfall.
- Shortfall in Income Required: For each year, a positive value means surplus; a negative value means the client needs to draw from investments to cover expenses.
Cashflow
Section titled “Cashflow”See the Cashflow table page for the graph, simulations, and column descriptions.