Ca$h plan 1.3 — A Model for Financial Planning :   User's Guide

Pie charts

1. Assets pie chart

This graph is obtained by first using the reports page, then clicking on a year. On the details report you will see blue links at the top, within the column labels, "assets," "liabilities," "income" and "expenses."

If you click on "assets" a pie chart of your asset balance is drawn, showing the proportions of your assets that fall into the categories

  • home,
  • car,
  • personal property,
  • other assets,
  • checking,
  • savings,
  • CDs,
  • stocks,
  • bonds and
  • IRAs/401K.

 

 

 

 

 

 

 

 

2. Pie chart of liabilities

Clicking on "liabilities" results in a pie chart showing the breakdown of your debts,

  • mortgage,
  • car loan and
  • other debts.

 

 

 

 

 

 

 

3. Pie chart of incomes

The "income" pie chart shows the distribution of incoming money among the

  • first job,
  • second job,
  • other income and
  • 401K/pension/Social Security.

 

 

 

 

 

 

 

4. Pie chart of expenses

The "expenses" chart shows where the money is going for this year,
  • house payment,
  • groceries,
  • car payment,
  • car insurance,
  • gas oil and maintenance,
  • utilities,
  • savings withholdings,
  • clothing,
  • medical insurance,
  • medical expenses,
  • flexible spending withholdings,
  • IRA withholdings,
  • vacation,
  • other debt payments,
  • life insurance premiums,
  • car down payment,
  • income taxes and
  • other expenses.