A Quick Gap analysis can be done using the following steps:
1.Create a new client file by selecting File/New from the ribbon bar.
2.Enter the data on the far left hand column for the client--include the spouse if needed. (For more information about the data entry, click here.)
3.If the client has additional accounts (such as an IRA, or income from a rental house), enter the data on the Other Accounts tab. (For more information about other accounts, click here.)
4.View the calculations on the right hand side of the Retirement Info tab. (For more information about the calculation pages, click here.)
5.The splitter bar found between the left hand side data entry and the right hand side calculations (shown in the image under item 2 above) may be clicked (or hold down the mouse button and drag it to the desired position) to hide or show the input data. This allows for focusing on the calculations.
