Spending, housing, and goals
Model a one-time goal or expense
Schedule a single cash need such as a vehicle, renovation, gift, or large purchase.
When this applies
Use this for an amount paid once in a selected primary-person age year.
Where to enter it
Portfolio > Scenario Editor > One-time Goals & Expenses
How to enter it
- Add Goal/Expense and give it a visible name.
- Choose Goal or Expense for reporting.
- Enter the primary age and amount.
- Turn inflation adjustment on when the amount is stated in today’s dollars.
How YARCalc uses it
- Both types create a cash need; the type changes reporting, not funding mechanics.