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MIFP Calculator v2 Documentation

Edit a client

Open the client from the Client list (click the client name or the row). The client page opens with the Profile tab.

  • Profile tab: Edit the client’s scenario (start date, retirement age, partner, NZ Super, portfolio, inflation). See Profile and Add a client – Form fields.
  • Assets, Salary, Transactions, Retirement tabs: Edit the client’s assets, salary entries, general transactions, and retirement transactions. See the pages for Assets, Salary, Transactions, and Retirement.

Open the tab you need and use Edit on the profile card or Add / click a row on the data tabs. After you change something and click Save: A notification confirms success or failure; on success the form closes and the page shows the updated data. If you close the form or go back without saving, your changes are not saved.