I'm building 529 balances for two kids, and I have future "school" dates for both, along with expenses for both starting at those future dates. I guess I'm not understanding how it's working in the plan & cashflow, since I'm seeing the cash outflow for the expenses, but I'm not seeing the cash inflow from the 529s (since they're the owners of them)?
The Cash Flow tab is the result of the inputs in Plan, so no inputs needed there. In the Plan tab, lower right, you will see the 'Cash Flow Priorities'. There you enter the details (time span, amount, etc.) of the build up phase. In the 'Income' section you can enter the withdrawal phase on your "school" dates, as cash inflow. You can add each kid their own entries for different withdrawal date span. Under the 'Expenses' tab is where you put the details of the outflow (ie. expenses) during the "school" dates.
Comments
I'm building 529 balances for two kids, and I have future "school" dates for both, along with expenses for both starting at those future dates. I guess I'm not understanding how it's working in the plan & cashflow, since I'm seeing the cash outflow for the expenses, but I'm not seeing the cash inflow from the 529s (since they're the owners of them)?
The Cash Flow tab is the result of the inputs in Plan, so no inputs needed there. In the Plan tab, lower right, you will see the 'Cash Flow Priorities'. There you enter the details (time span, amount, etc.) of the build up phase. In the 'Income' section you can enter the withdrawal phase on your "school" dates, as cash inflow. You can add each kid their own entries for different withdrawal date span. Under the 'Expenses' tab is where you put the details of the outflow (ie. expenses) during the "school" dates.
HTH