Clean view of year-...
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Clean view of year-by-year income sources, expenses, and conversions


Estimable Member Customer
Joined: 2 years ago
Posts: 184
Topic starter  

Most of my clients are happy to see 90+% success rates, but still nervous that they don't see clearly where the money is coming from each year to fund their retirement expenses. Some income sources like rental property income, are buried in side categories.

I do a custom worksheet in PRC to show this year-by-year for those clients who are near/in retirement, but it's a lot of work and a moving target as PRC changes and to add it to each unique client spreadsheet. Please make it a canned report 🙂