Planit:Introduction to the Assets and Liabilities Screen (Canada)
|Learn by Watching!|
|Learn by Reading!|
The Assets & Liabilities screen allows you to identify the client’s investments and personal use assets and liabilities. It can also identify your client's savings within this screen. Sufficient data can be inputted to allow you to generate a net worth statement for your client.
When entering assets and liabilities into the PlanPlus Planit, you have the option to enter assets at a “Summary” level or at a more “Detailed” level of information of all accounts and investments within those accounts.