Record each income source in the client's Evaluation using current client records.
Add income
Open Evaluation, then Preliminary.
Select the applicable career or income choice when it is shown.
Open Income.
Add the income using the fields displayed.
Use the client's records for the amount and timing.
Save the form.
Repeat for each separate income source.
Review the saved entry
Open the intended Financial Insights scenario and record the scenario, year, income row, and displayed value in Details. Compare the displayed value with the saved Evaluation entry.