Entering Data in Pathfinder
General data entry tips
To start editing a case, you first need to add one. For more information, see How to add a new case.
Before you start entering data in Pathfinder, you may find it helpful to read How to navigate in a case.
Every time you finish entering data in a field, it will be saved automatically.
If you log out, the data you have entered will be saved so you can return to it later.
Pathfinder's comprehensive modelling requires the right data to accurately estimate tax, legislation and government benefits. For more see Minimum data required for Pathfinder.
Entering data in the Current situation step
At the Current situation step (top menu), you should enter the details for items that the clients already have. It is similar to the information that you collect in a fact find. To model a case Pathfinder has certain data requirements, for more information see Minimum data required for Pathfinder.
Sub-step | What can be entered here (click links for more details) |
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Personal details | At the Personal details step, you can enter details for the following: |
Assets & Loans | At the Assets & Loans step, you can enter details for directly owned assets: And you can enter the following direct liabilities:
|
Super & Trusts | At the Super & Trusts step you can enter details for the following:
|
Insurance | At the Insurance step, you can enter details for existing Life insurance products (Income protection, Life/TPD, Trauma). For more see Insurance. |
Entering data in the Cash flows & Goals step
At the Cash flows & Goals step (top menu), you can:
Add income and expenses
Set options for the items you entered in the Current situation step (e.g keep or sell property)
Add new items (e.g. new property, new superannuation fund)
You can also create multiple scenarios, so you can compare different projected outcomes. For more, see How to make another scenario for comparison,
Sub-step | What can be entered here (click links for more details) |
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Top section |
|
Cash flows | At the Cash flows sub-step, you can enter details for: |
Review Assets & Loans | At the Review assets & loans sub-step, you can set options for the items you entered at the Current situation > Assets and loans step (e.g. sell existing property) and also add new directly owned items. (e.g. invest in shares/managed fund). For more information, see the page for the relevant item: |
Cash reserve | At the Cash reserve sub-step, you can set a Cash reserve goal to keep aside funds for emergencies. |
Retirement planning | At the Retirement planning sub-step, you can:
For more information, see Retirement planning goal (super contributions and pensions) |
Review super funds & SMSFs | At the Review super funds sub-step, you can:
For more information see Superannuation (a.k.a Super) and SMSF (Self-Managed Super Fund) |
Review insurance | At the Review insurance sub-step, you can:
For more information, see Insurance |
Review Trusts | At the Review trusts sub-step, you can add instructions for our analysts when you submit the case to the Optimo Financial SDS. |
For more information about scenarios see Tips for creating scenarios. Once you have entered your data, you can solve the scenario to get results and then go to the Results step.
Related pages
Other pages for getting started
- How to Install Chrome as your Internet Browser
- Glossary of terms
- Tips for naming items in your case
- Keyboard shortcuts for entering data
- Entering Data in Pathfinder
- How to navigate in a case
- How to reset your sample case
- How to resend the activation email
- Suggested approach for modelling a case in Pathfinder
- How to add a new case
- How to log in to Optimo Pathfinder
- What does the 'Robot' button mean?
- How to check if you have the latest version of Chrome
- How to use the sample data in Pathfinder