What is the easiest way to create annual projections for the first year with Cashflow Plan?
First-year projections are usually generated on a monthly basis. If you simply need annual projections for the first year, use the Monthly Assumption Reports and utilize the data-entry facilities for allocating annual values (over the twelve months) and for entering constant monthly values where pro-rata is inappropriate (e.g. for interest rates). These facilities are accessible via the Toolbar and *Assumptions menu. Of course, it would also be possible to use Quik-Plan to create high-level, first-year projections.
