Cashflow & Onboarding | Support | CashCalc

Cashflow & Onboarding

Advanced Cashflow Modelling

How can I change the starting age of a forecast I'm working on?

When creating a forecast for two clients i.e. a husband and wife, whose age do I use when adding incomes or expenses?

Should the figures I enter be input as net or gross?

Why does the yearly breakdown show a different output for a pension than my client's pension illustration?

Why does the income or expense I added start at a value less than the one I entered?

Why does a savings withdrawal I entered stop at an age earlier than the one I chose?

How does the modeller calculate tax on pension withdrawals?

How can I set a withdrawal from a pension or investment to increase each year?

Why do the pension or investment withdrawals I enter stop too early?

Why does the client's current account have an overdraft, even though there is an income surplus?

How can I show the outputs in real terms, instead of today's terms?

Should my client's pension income be input as an income or as a withdrawal?

Using Charges & Fees

Adding an annuity purchase

How do I move money between Savings Pots? i.e. from a GIA to an ISA

How do Contributions, Withdrawals, and the Current account work?

How does the modeller deal with surplus income over expenditure?

Does the modeller take into account unforeseen or one-off market events?

How do I edit my contributions and withdrawals?

Create Bespoke Templates

Which asset allocations can I use in the Monte Carlo?

Why do Monte Carlo simulations change?

How do I access Monte Carlo simulations in the Cashflow Modeller?

Cashflow Basics

Adding money in and out

Adjusting for inflation

Understanding today's terms

Using net or gross inputs

Editing forecast details

Cloning a forecast

Understanding the real return rate

Creating a report

How do I edit my contributions and withdrawals?

Understanding the 'Money in vs Money out' graph

Understanding the 'Savings over time' graph

Understanding the 'Savings & cash flow' graph

Create Bespoke Templates

State Pension Age Calculator

How does the State Pension Age Calculator work?

Can I alter a client's details to achieve an alternative result?

State Pension Age example

Mortgage Calculator

How can I create a forecast?

How is the interest worked out?

How are the annual figures calculated?

How do I edit or delete a forecast?

Case Studies

Case Study: Financially Uncertain

Case Study: Using Cashflow to show the impact of a live event

Pension Drawdown Monte Carlo Simulator

How does the Monte Carlo Simulator work?

How many simulations are run?

Where does the example asset allocation data come from?

How do I create my own asset allocation templates?

Are the outputs in today's terms?

Getting Started

What is the Cashflow & Onboarding module?

How do I request a trial?

How can I add the tool to my package?

Can I book a demo?

Can I download a sample report?

How much is the Cashflow & Onboarding module?

How do I access Secure Messaging?

Can I send a document using Secure Messaging?

Reduction In Yield Calculator

What is the Reduction In Yield (RIY) Calculator?

What is Tiered & Milestone Charging?

How do Projected Values work?

How can I compare portfolios?

Can I produce white labelled reports?

How much does RIY cost?

How can I access RIY?