Set regular spending on the intended scenario using the controls Planworth displays. Keep the source and effective period for each amount clear.
Save the spending settings
Open Financial Insights and confirm Current Scenario.
Open Assumptions.
Open the spending section shown for the scenario.
Record the existing pre- and post-retirement settings.
Enter the amounts and timing supported by the client's plan.
Save when prompted.
In Details, record the spending rows for representative years before and after retirement.
This article does not define what belongs in lifestyle spending, whether another expense is already included, how inflation applies, or how spending affects excess, deficiency, goals, tax, withdrawals, net worth, or estate results.
If saved spending and displayed rows cannot be reconciled, contact Planworth Support with the scenario, saved settings, years, and Details rows. The advisor decides the appropriate spending assumptions for the client.