Client setup

Edit Client

Enter static profile and account structure once — reused every quarter.

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Personal Information

Names, dates of birth, and SSN last four for each client.

Age: 51
Age: 48

Static Financial Data

Monthly cashflow inputs used for SACS and reserve calculations.

$
$
$
$
Leave blank: 6 × expenses + deductibles

Account Structure

Define accounts once — balances are entered each quarter on the report form.

Generate Report

Client status

Deactivate to hide this client from the dashboard while keeping their data. Delete only if you need to remove all history.