1What matters most to you?
Pick as many as you like. Each one shows what it asks of your plan, and whether your plan is there yet.
2About you
Your age is asked once, here: the rest of your plan uses it. Children and other dependants are the people who rely on your income. Cover means life insurance or a policy that pays if illness stops your income. Your currency is the one you earn, save and plan in; no exchange rates are applied anywhere in the plan. Tax residency is recorded on your summary so the right rules can be checked; it does not change any calculation. If you pay tax or hold assets in more than one country, add each one in its own box.
3Life after work
Once work is optional, what would you like to do?
Yearly income is what you would like to live on after tax, in today’s money. A rough figure is fine: your plan tells you whether it is affordable, and you can change it at any time. A debt-free age is optional. If you want to leave an inheritance, say so and add an amount when you have one: Retirement & mix can then set it aside. Either answer is added to what matters to you above.
4Big moments to plan for
A home, a wedding, a special trip, a car, education. They appear on your summary’s timeline.
Costs are in today’s money and shown on your summary. They are not taken out of the retirement forecast automatically; Budget is where you give them funding.