The Special Expenses screen allows you to enter annual one-off or annual expenses that you want to be treated as fixed expenses like housing and taxes. 

Key Concepts: 

  • These expenses should be limited to off-the-top expenses, not typical living expenses like food, gas, eating out, and clothing. 
  • Entering these expenses will cause MaxiFi to anticipate them and save for them as future annual expenses.

Tips:

  • Examples might include an expensive wedding or vacation, gifts to charity, supplemental insurance costs, cash payment for future cars, loan or debt repayment, house remodel. 
  • Medicare Part B is already calculated by MaxiFi and should not be entered as a special expense. 

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