By Default Living Expenses should be displayed
complete
Casey Stein
Sorry this is late and will lead to another post. But similarl to living expenses, common Assets and liabilities should be prelisted with empty values to be completed as a prompt for clients, with and "+ADD" button for additional items in the same categories. Plus the option to add further uncommon Assets and Liabilities.
This post was marked as
complete
S
Sarah
in progress
S
Sarah
planned
S
Sarah
Merged in a post:
Living Expenses already laid out in the Customer Centre
S
Sarah
Rather than having a drop down box, have them all listed with categories and weekly / fortnightly / monthly / quarterly and annul dollar amount fields. This will be more clear and avoid clients who can easily miss a drop down category. also makes calculations easier for the client. E.g. Entertainment client can spend 100 a month and then 3000 on an annual holiday, gives them ability to put both numbers in each field without having to do any calculations and reduce the risk of capturing the wrong info.