This configures the Retirement Budget found in the Gap Analysis' Retirement Income and Calculation tab.
Default Budget Priority Settings for New Client Data
The following settings will be used when a client is first created. It can be overridden in the Retirement Income tab.
Include "Important" Budget Column and Include "Discretionary" Budget Column
When using Retirement Budget as the method to calculate retirement income, there can be up to three priority of incomes: "Essential", "Important" and "Discretionary". The last two are optional and the default settings for new data can be configured here.
Default Method for Starting and/or Ending Retirement Expenses
Each retirement budget item can be configured to have a starting and/or ending entered either as a Date or Age. Select the default method here.
All Budget Items can be Renamed
Checking this box allows all of the Items in the Retirement Budget grid to be renamed, otherwise only "Other" items can be renamed.
Chart Colors
Use Default Colors for Budget Items
Un-checking this box will allow the default color array to be configured.
The following items are only enabled if Use Default Colors for Budget Items is unchecked.
Number of Colors
Enter the number of colors in the grid.
| Note: | TRAK will use the default array of colors but if the number of budget items is exceeded, it will offset the colors up, creating up to three (3) times the number of colors in the color array. |
Color Grid
This grid configures the colors (and order of) used for the budget items.
