This panel is where the end user input all their income.

The end users are to input their checking current balance as it appears in their personal checking account. *This is to assure that the end user has an accurate financial picture.

This field allows the end users to input their income and the frequency of that income.

The next pay day for your employer(s).

When the end user terminates employment with that company.

This will allow the end user to input and save the data.

This panel lists all the income the end user submitted in the income wizard.

This button will allow the end user to make changes to any of the data on the Income List panel.

The end user can add more income to this income list. By selecting this button, the end user will be sent to the Income Wizard panel which will allow them to input additional income.

This panel is where the end user input all their income.

The end users are to input their checking current balance as it appears in their personal checking account. *This is to assure that the end user has an accurate financial picture.

This field allows the end users to input their income and the frequency of that income.

The next pay day for your employer(s).

When the end user terminates employment with that company.

This will allow the end user to input and save the data.

This panel lists all the income the end user submitted in the income wizard.

This button will allow the end user to make changes to any of the data on the Income List panel.

The end user can add more income to this income list. By selecting this button, the end user will be sent to the Income Wizard panel which will allow them to input additional income.

The summary page gives the end user a snapshot of your overall monthly financial picture. (Total Income - Total Expenses = Surplus or Shortage)

During the initial setup phase, the end user will input their financial data (income(s), expense(s), and savings). Data will appear once the end user has completed the wizard setup.

The total income submitted by the end user within the setup wizard.

The total expenses submitted by the end user within the setup wizard.

Overage from the total income minus the total expenses (more income than expenses)

The total savings submitted by the end user in the setup wizard (i.e. – savings, emergency funds, and/or 3-6 months savings)

The end user input the current balance of their checking account (take into consideration of any pending transactions).

This panel is where the end user input all their income.

The end users are to input their checking current balance as it appears in their personal checking account. *This is to assure that the end user has an accurate financial picture.

This field allows the end users to input their income and the frequency of that income.

The next pay day for your employer(s).

When the end user terminates employment with that company.

This will allow the end user to input and save the data.

This panel lists all the income the end user submitted in the income wizard.

This button will allow the end user to make changes to any of the data on the Income List panel.

The end user can add more income to this income list. By selecting this button, the end user will be sent to the Income Wizard panel which will allow them to input additional income.

The summary page gives the end user a snapshot of your overall monthly financial picture. (Total Income - Total Expenses = Surplus or Shortage)

During the initial setup phase, the end user will input their financial data (income(s), expense(s), and savings). Data will appear once the end user has completed the wizard setup.

The total income submitted by the end user within the setup wizard.

The total expenses submitted by the end user within the setup wizard.

Overage from the total income minus the total expenses (more income than expenses)

The total savings submitted by the end user in the setup wizard (i.e. – savings, emergency funds, and/or 3-6 months savings)

The end user input the current balance of their checking account (take into consideration of any pending transactions).