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Income results

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

You can see results about your income in the following places.

Cash flows & Goals 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 Revenue section itemises annual income, with each source of income listed. For example, you may see income items for:

    • Wages, salary, business income

    • Withdrawals from assets such as cash accounts and share portfolios

    • Rental income for investment properties

    • Income from investments such as cash accounts (ie interest rate returns) and shares/managed funds (ie dividends)

    • Franking credits

    • Borrowings using secured and unsecured loans

    • Disposal of assets such as investment property and family home.

Detailed reports

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

At this 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 income conflated into categories.  For example, if each individual in the case has a salary, on this report, the salary will be conflated 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) reports (under Consolidated) lists all income 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 sources of income

  • Cash flows and Cash flows (detailed) reports (under (Individual)) shows an individual's sources of income

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

  • Reports under (Individual)> Assets & Loans give further details regarding an individual's sources of income for the assets owned by the individual, and borrowings using loans where the individual is the borrower.

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 Income for data entry tips, or these links for more tips: 

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