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Expense results

For general tips about reading the results, see the Results step.

You can see results about expenses in the following places.

Cash flows & Action items step

Go to the Results step top menu, and then choose the Cash flows & action items sub-step.

Click for a screenshot

In the cash flows report:

  • The Expenditure section itemises all annual expenditure. For example, you may see expense items for:

    • Individual's tax payments

    • Voluntary pre-tax and after-tax super contributions

    • Deposits to investments, including reinvested income

    • Loan repayments

    • Annual living expenses

    • Miscellaneous expenses

    • Purchase of assets such as a family home or investment property

Detailed reports step

Go to the Results step on the top menu, and then choose the Detailed reports sub-step.

The following reports may be useful (note, these reports list values for every year in the analysis):

  • Cash flows (under Consolidated) lists all direct expenses conflated into categories.  For example, if you have multiple loans, all loan repayments will be conflated to a single line. Expenses for separate individuals will also be conflate to a single line.  This report is useful if your case has a lot of items and you just need a general overview.

  • Cash flows (detailed)  (under Consolidated) lists all expenses itemised by item and individual. This report is useful when you are interested in specific details.

  • Reports under Consolidated > Assets & Loans give further details regarding expenses associated with an asset and its loan repayments

  • Reports under (Individual)> Assets & Loans give further details regarding an individual's expenses associated with an asset and an individual's loan repayments.  If the individual jointly owns an asset, then the reports here will only list their share of the expenses.

  • Individuals ownership report (under Consolidated) lists an individual's percentage ownership for each asset

  • Expenses that are paid from super funds are listed in the super fund reports (see Superannuation and SMSF Results)

Adjusting your results

If you would like to change something in the results or make another scenario for comparison, you need to change your input data and solve again. See Expense for data entry tips.

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