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NEW - Cash Outflow Report

inStream offers additional reporting to help you better analyze the output and and gain a deeper understanding of your client's results before presenting your plan. 

The Cash Outflow Report presents a breakdown of all distributions (inflation adjusted) over the life of the plan and provides you additional detail behind the numbers shown in the cash flow summary report 

In the example below, you can see that the total outflow of $68,600 in 2020 is from Retirement Goals, Capital Gains Tax and Income Tax.

 

To add the Cash Outflow to your output follow these steps:

1. Select your plan then select "View Output"

2. In report builder, make sure "Cash Flow" is added to your report then  click on the + sign beside "Cash Flow"

3. Check the "Cash Outflow" checkbox to include the table in the report.

 

For more information

Cash Flow Report

Enhanced Cash Flow Report

Cash Inflow Report

Accounts Table Report

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