Add a client
Open the Client list and click New (below the table). The new-client form opens.
The client is created immediately with a default name and birthday. Change those to your liking and save.
Enter the client’s Name and Birthday (both required). Fill any other fields you need, then click Save (bottom of the form).
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If something is wrong: A notification explains the problem (e.g. missing name or birthday). The form stays open so you can fix it.
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If it succeeds: A notification confirms success, the form closes, and you see the new client’s page (Profile tab).
You are then taken to the new client’s page. The client is also created with default scenario and settings.
Form fields
Section titled “Form fields”Start Date
Section titled “Start Date”The date the calculations start from.
- By default, this is the day the client is created.
- You can choose any date in the past or future (e.g. to align with the client’s birthday).
- It must be after the client’s birthday. No transactions can start before this date.
See Concepts – Years and ages for how this affects ages in the app.
Main client
Section titled “Main client”Birthday – Most ages in the app (transactions, retirement income, tables) are based on the main client’s age.
Retirement Age – The age at which the client retires or has retired. No retirement transactions can start before the earlier of the two partners’ retirement ages. This does not change the NZ Super qualifying age (65).
Partner
Section titled “Partner”Check Has Partner only for couples. Partner data is used for partner salary entries, NZ Super automatic calculations, and retirement income. Leave it unchecked for single clients.
Portfolio
Section titled “Portfolio”In Current Portfolio, choose one of the global portfolios or add a custom one. If you edit the return values, you create a custom portfolio; you can switch back to a global portfolio to clear that. Click Save to keep your choice.
Inflation rate
Section titled “Inflation rate”The rate used to adjust future values. Check Use global inflation to use the inflation rate in global settings for this client; uncheck it to set a different rate.
Automatically apply NZ Super
Section titled “Automatically apply NZ Super”Check Automatically apply NZ Super to add NZ Super to the client’s retirement income automatically. See Calculations – NZ Super for how the amounts are calculated.