Income Analysis - Income Requirements

This article is a continuation of Income Analysis - Add Plans

The Income Requirements area allows you to enter level or profiled income requirements.

Level Income

Level Income is selected by default once you land on the Income Requirements page.

Enter an Annual Income Amount and Continue to Next Step

Profiled Income

Select Profiled Income:

Regular and Single amounts can be added.

Regular

Click +Add:

Choose Age or Date:

Complete remaining details:

To edit any details, click into the drop down arrow to the right of the record and click Edit:

Save once done.

SIngle (One Off)

Click +Add:

Choose Age or Date:

Complete remaining details:

To edit any details, click into the drop down arrow to the right of the record and click Edit:

Save once done.

For further information on Income Analysis research, see article Income Analysis - Other Incomes