Download and print this 8 page Categories booklet.
Inside these pages, you'll find spaces to enter your incomes, expenses and debts.
It's important to follow the order of recommendation because you will come to refer back to it at a later stage.
Once you have fully completed all sections as much as possible, move over to the DATA ENTRY FORM to the right.
You'll find your entries from the Categories booklet match the sequence in the DATA ENTRY FORM.
Once you have completed that data transfer, put aside the Categories pages in an easily accessible place to refer back to.
When entering your data, close enough is good enough. But the more accurate, the better your results will be reflected.
That's it! Easily done. Just click 'CATEGORIES' to get started.
Play this video and follow the instructions to enter the data
CLICK the Data Entry Form to open in a new window
Use the information from the Categories booklet and be prepared to complete this in one sitting 30 - 40 minutes.
Always include the End Date -
for INCOME, use your expected retirement age (65) or other
example - birthdate 30th June 1980 then 30th June 2045 is END DATE
for REGULAR EXPENSES, use the date at your age 100
example - birthdate 30th June 1980 then 30th June 2080 is END DATE
ALL EXPENSES ARE AUTO CALCULATED TO THIS DATE - ONLY CHANGE AS NECESSARY
Incomplete or Incorrect data cannot be processed
DUE TO VOLUMES ONLY ONE REPORT PER PERSON
Ready to get started? OK - just click DATA ENTRY FORM