FAQ: How to Include an Inheritance in my Plan

To record one-time income or expenses it’s best to do that in the Foundation > Future Cash Flow section or the Planning > Projections section. Both sections are linked and both sections have a table that allows you to make year-by-year overrides.

Go to the table, open the Income columns using the “>” arrow, find the year you expect the inheritance, and add non-taxable income with an override (double click any bold number to add an override).

Save the override and recalculate the plan at the top of the page to integrate the change.

The platform will use the cash flow in the best way possible to achieve your goals.