Monthly Expenses

Instructions

The Monthly Expenses section allows you to enter your monthly expenses. Follow the steps below.

  1. Click + Add Expenses.

  2. Enter the Monthly Expense information.

    Image of the PortfolioAnalyst monthly expenses panel.

  3. If you select Yes to Set Custom Date Range?, you will be prompted to enter the start and end dates. Press Save to save this information.

    Image of the PortfolioAnalyst monthly expenses details panel.

  4. Click Ok.

    Image of the PortfolioAnalyst monthly expenses complete page.

  5. You will now be navigated back to the Retirement Planner home page where you can view and edit your Monthly Expenses.

    Image of the PortfolioAnalyst monthly expenses widget.

 

Additional Resources