Planit:Summary Cash Flow (Malaysia)

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There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics.

In this Video you will Learn...
How do I quickly enter my clients' income and savings?
• Summary incomes
• Summary tax deduction

Keep on Track! Continue training on...
Life Planning Integrated Planning
Cash Flow Management Screen Getting Started

Other Related Topics
Introduction to the Cash Flow Management Screen Income Tax Projection Detailed Cash Flow
EPF Contributions EPF Tax Deductions Auto Reinvest Investment Income

The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.

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You are simply going to enter in the Personal Income and Investment Income the clients may be currently have. You would then hit calculate.


  • Taxes Paid – The tax rates are calculated from the income and savings values.
  • Savings identified here will be used in all projections.
  • The jurisdiction you set on the Personal Information screen determines the tax rates used here.
  • When you are satisfied with the cash flow information entered, click on the “Next” icon to proceed.
  • You also have access to a Income Tax Projection report.

TIP: The Family Expenses number is calculated based on the reality that there are only three things that people can do with their money, 1) Save it 2) Pay it in Taxes or 3) Spend It. Thus the family expenses are calculated by taking total income minus taxes, minus savings.