Drill-Downs

Data entry Drill-Downs allow you to enter additional year-on-year changes to specific data points. Access the Drill-Downs by clicking any of the buttons located in the appropriate Data Entry Steps.

There are 3 types of Drill-Down windows available; Income/Lifestyle, Deposit/Withdrawal, and Downsize/Liquidation. Depending on the data point selected, the appropriate Drill-Down window will appear.

!Not all data points have a Drill-Down option. Only data points with the button will have the ability to enter Drill-Down data.

*All Drill-Downs are assumed to take place beginning of year.

Tutorial