Hi I would like to enter a list of our complete retirement budget.... mortgage, groceries, taxes, utilities, insurance, etc.
You can use Special Expenses to do this type of budget but admittedly we don't have a canned list of "budget items".... we are considering adding that....
This would be a nice feature; and it linked back to the "Retirement Income Goal" on the "Assumptions" sheet. But, on the other hand, It's easier and faster to sketch out a budget worksheet in pencil or spreadsheet. The budget or "Retirement Income Goal" is a critical part of helping my clients see the need for planning.
