West-a Thomson Reuters business - FinPlan Software
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FinPlan Divorce Planner®

FinPlan Equal Shares 


Application Walkthrough

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  (see description at bottom for explanation)
 
 

View Reports

The View Reports menu provides the ability to view overall and detailed results of distributions.  Clicking on the button to the left of a report title will display the report, while double-clicking on the report title itself will bring up a screen that allows the entry of report comments that will print with the report.

The left-hand column shows reports using pre-tax values, with a totals comparison, a detailed comparison, and details for husband and wife.  The right-hand column shows the same reports using after-tax values.  Footnote numbers display next to each item that appears on any detail report, with footnote text showing at the end of the report.

Client data input forms provide a way to print out data entry forms for clients to fill out manually.

The items at the bottom of the menu determine how the standard reports and comparison reports will be displayed.

 

More Resources
FinPlan software is a suite of family law calculators offered in several states, that aid in calculating after-tax cash availability and planning, financial affidavits, marital property distribution and commonly used calculations, such as Pensions, Retirement, Present and Future Value, and Alimony Recapture. Click below to learn more about the software and find answers to frequently asked questions.
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