Planit:Savings Screen

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The Savings screen identifies the savings that the client is currently doing, based on information flowing from the Assets & Liabilities screen, as well as additional future savings. Take a look at the topics below, which will help guide you through the various features of the Savings Screen.

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Savings Screen Training

Order Title Description Key Points Level Generic Canada Malaysia
1 Introduction to the Savings Screen What do I enter on the Savings Screen?
  • Purpose of the screen
  • Overview of data entry required
1 Video Video
2 Add or Tier Savings How do I show additional savings in my client's plan, say after a mortgage is paid off?
  • Expand savings stream
  • Detailed data entry required
1 Video
3 Employer Contributions How do I show an employer's contribution to my client's pension fund?
  • When appropriate
  • Savings screen, employer match
1 Video
4 Government Grants How do I add a government grant - for education, retirement, or other purposes?
  • When appropriate
  • Savings screen, employer match
1 Video
5 Multiple Scenarios How do I compare different scenarios on my clients' financial goals?
  • Introduction to concept and tabs
  • Some example scenarios
  • Current and Active tabs
  • Make data entry changes for a scenario
  • See results for each scenario
2 Video
Retired Clients How do I enter information properly for a client that is already retired?
  • Planning Assumptions - retire age, edit benefits to exact amount
  • Cash Flow incomes, input or calculate for family expenses, detailed cash flow
  • Objectives - only retirement lifestyle - edit it to be appropriate
  • Savings - empty
  • Modelling Assumptions - no work longer
Video
Defined Contribution Pension How can I include a defined contribution pension into my client's plan?
  • Contribution Pension as account
  • Custom product allocation breakdown
  • Or add detailed products if known
  • Balance and savings
  • Employer contribution
C Video
Group RRSP How do I properly include a Group RRSP into my client's plan?
  • Group RRSP account
  • Detailed, summary or custom assets
  • Savings and contributions
C Video
Education Goal (Life Planning) How do I show my clients' objective to cover educational costs for their children?
  • Process flow options
  • Add objective
  • Tie to education accounts, savings
2 Video
Education Goal (Modular) How do I show my clients' objective to cover educational costs for their children?
  • Process flow options
  • Add objective
  • Tie to education accounts, savings
C Video
Active Scenario What is an active scenario? How do I change the active scenario? Where do I see the data entry for a particular scenario?
  • Introduction to multiple scenarios
  • Change scenario - Planning Assumptions
  • Edit scenario
  • Screens affected
2 Video
Death Scenario What does the 'Death' tab mean on my screen? How do I use a scenario planning for the event of my client's death?
  • Intro to multiple scenarios, immediate death
  • Add specific savings, revenues, goals etc.
  • Example revenue entry
2 Video
Disability Scenario What does the 'Disability' tab mean on my screen? How do I use a scenario planning for the event of my client's disability?
  • Intro to multiple scenarios, immediate disability
  • Add specific savings, revenues, goals etc.
  • Example revenue entry
2 Video
EPF Contributions How do I properly show employee and employer contributions to EPF Accounts?
  • Calculation of contributions
  • Employee savings on Assets and Liabilities
  • Savings screen, employer contribution to Account I
  • Cash Flow screen, employer contribution to Account II
1 Video
Indexation What does the Indexation field mean, and how does it affect my client's plan?
  • Alternative to inflation
  • Example of different index (inheritance, education costs)
  • Future Value of revenue or expense relative to rest
1 Video