When in the Cash Flows / Income Sources screen, it would be nice to be able to turn off the Variable Expenses OR even better if you could show them as amounts separated from the base portfolio withdrawal amount or as a separate color with their Variable expense title vs. putting it as part of the Portfolio Withdrawal Amount. When working with clients (primarily retirees) I've found it very helpful to talk about "Retirement Paychecks" and "Bonus Checks" (Variable Expenses). It's a concept they easily understand from work and are able to relate it to retirement life. However, in this screen when we start to discuss how much they can take out, it gets a little jumbled because it is showing their Paychecks and Bonus Checks (Variable Expenses) as one total Portfolio Withdrawal. In a lot of our plans, they are looking to take their Variable Expense (Example: Travel) out at miscellaneous times throughout the year. This leads to us having to manually subtract each Variable Expense from what it says for Portfolio Withdrawals to determine their "Base" monthly withdrawal amount. Maybe this is handled in a different screen, but would be very helpful in this easy to understand visual screen. I've tried to paste in a picture of my thoughts. Hopefully this makes sense. Feel free to reach out to me with any questions or to collaborate on this. Thank you!
