This is an example of a loan that is having a Global Cash flow added. Note the multiple periods. The key points to remember are:

Your principals need to have periods (interim, historical and/or projections) for them to be added to a global cashflow

These examples are showing a tax year ending period of 2018, PFS dates of April 2019 and Projections

Personal Financial for Bobbie Johnson	Personal Financial for Tamara Hill
Bobbie Johnson’s data was entered using the Copy Values From within Add Period. One period was used to copy data across the remaining 2 periods.	Tamara Hill’s data was entered using the Copy Values From within Add Period however we updated the projection year to show increased personal income.

Note: It is not necessary to complete the Personal Finances tab for each year as only the most recent historical year will be used for purpose of the assets and liabilities. The Personal Cash Flow tab should always represent the income and debt as an annual number, typically using the information from the most recent tax return for that year.