Having just started using this system, I have rolled the fact find out to 10 clients to get feedback and this issue has cropped up a number of times. It wold be handy if the system would enable clients to put in totals for the year. In addition, some clients don't want to give a breakdown and just want to input one figure for expenditure.

In addition, one more request is a page for "notes" so that they can adding other information they feel is relevant.

Yes to all the above. Monthly/Annual and current being copied across to future would be very helpful. It would also be great if the expenditure automatically opened with only the first section open and not all of them open. It can look a bit daunting and offputting to a client when they see the size of a full blown expense budget.