![]() Include their State Pension, any other pensions payable (such as those from defined benefit schemes), investment income, buy-to-let income or sources of earned income. Add their total income, or click 'edit' to enter each source of income individually and the calculator will total them for you.The typical client profiles show total expenditure and indicate the items that are essential, which you can edit if you need to. Choose one of three preloaded typical client profiles or create a custom profile from scratch.Our Retirement Budget Planner can help you show your client's expected income, and overlay their likely expenditure to highlight any gaps. This process will determine the amount of money they'll need each month - their personal minimum income requirement. Then you can tap Done and save as PDF.Ī: Follow the steps above, and then attach the PDF to an email, or on a mobile device use the share menu after you have generated a PDF.Often the first step in identifying what an individual's retirement solution might look like is to take stock of what income they currently have, and compare it against what they expect to spend on their monthly bills in the future. Then tap on the screenshot that is captured and change to Full page option. Using Safari on iOS, press and hold the Home button and Sleep button to capture a screen shot.Using Chrome on Android, click in the Chrome menu (three buttons), and choose Share, then Print.Your print menu should also allow you to save/print as a PDF. Q: How can I print my budget or save it as a PDF?Ī: If you're using a desktop/laptop, use the print menu in your browser or press Ctrl+P on a PC or Command+P on a Mac. Select 'Create new budget'.Īny budgets saved onto your computer or mobile device will appear in the menu. Q: How do I create and access multiple budgets?Ī: Click on the menu in the budget planner header. If you are looking for something more detailed, you could consider buying bookkeeping software. We suggest you update your budget with actual income and expenses on a regular basis to make it as accurate as possible. ![]() Q: Can I set a monthly budget and compare this with actual income and expenses?Ī: No, the budget planner gives you a snapshot of what you spend your money on. You can also change the currency symbol under settings. But you can add your own sub items by clicking on the link. You cannot change the label of the default items in the budget planner. To add your own items, go to settings and choose "enable custom items". ![]() If you save it to your cloud storage, you can access it from multiple devices or share it with your partner.Ī: Yes. The Excel spreadsheet version allows for some customising (like renaming fields). ![]()
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