If you decide your loan does not require a global cashflow analysis (or if you plan to not use it at all) your data input would look similar to this snapshot.
- 1 Period created
- As Of Date would indicate the most recent PFS date
- Tax Period End would indicate the most recent PTR being used
The date being displayed on the period header will show the As of Date however the information input into the Personal Finances and Personal Cash Flow tabs will flow to the respective areas of your memo.