Choosing an Event for a Cash Flow Line

An event describes the financial activity of a cash flow line. Choose the event that best describes the cash flow you are working on. If needed, you can create new Event Names to suit the type of terminology you prefer.

If you are unsure whether to use Loans and Payments or Deposits and Withdrawals, experiment with the combination that seems to make sense. The Deposit Event, for example, works best for many investments. The Loan Event works well for mortgages because it allows you to enter Points & Fees. In most cases, both Events will give the same results.

Once you select an Event, TValue completes the cash flow line with the default Date, Amount of 0, and Number of 1. You can then edit the information on that line.

To choose an Event for a cash flow line

From the Event field of a cash flow line, press the first letter of the desired Event Name. To display a list of available events, click in the Event field. You can choose an event from the drop-down list.

Note: The default Event Name that automatically appears on the first cash flow line can be changed within the Event Names view of the TValue Options dialog which is accessed by choosing Options from the File tab's menu.

Only certain Events can be combined on the main screen. For example, a Withdrawal may not be combined with a Loan. The program will not allow you to use an invalid combination of Events.

If an Event Name is not available from the Event field

  1. Delete all but one cash flow line from the cash flow matrix.
  2. Click in the Event field to display all the available Events.

    If some Events still do not appear in the Event list, you may have some Event Name Groups turned off in the Event Names view. To check and/or update:
    1. From the File tab's menu, choose Options and then click the Event Names button from the menu on the left.
    2. Select an Event Name Group from the Group box to toggle the details in the Group Detail box.
    3. Make sure Include in event list is checked in the Group Detail box for the Event Names you would like to make available as choices on a cash flow line.

      Note: If you would like the selected Event Names to be the defaults for new schedules, be sure to click Save events for new files.

    4. When finished, click OK to close the dialog and return to your cash flow entry.

See also