What does the Cash Flow Planner do with anticipated savings and anticipated benefits?

Anticipated savings and anticipated benefits are entered to the appropriate funding source in the year they are received. For example, Social Security income is deposited into Anticipated Benefits as Social Security. 

 

If the contribution is not used in the year it was deposited, it is moved into a brokerage, bank or retirement account. For example, if a client sells his house and deposits $250,000 into anticipated savings but does not need that money in the first year, the money will be moved into a bank account the following year.  If there is no bank account, the money will be moved to a brokerage account.