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Ending Balance of an Account Not Tying Out

  • Date updated 2025-07-10
  • By Support Carey

I looked at one of my accounts and the ending balance is not tying out with what the investment growth is and there are no expenses in that year. Why isn't it tying out?

This is likely due to the setting 'Rebalance Investments Annually'. If this is set to Yes the program will rebalance all taxable accounts and retirement accounts except Roth IRAs and Inherited IRAs. They will be rebalanced to the same percent of the portfolio they were at the beginning of the period. [...]

Viewing Projected Medicare Premiums

  • Date updated 2025-07-10
  • By Support Carey

Where do I view the Medicare premiums that the program estimates for me?

You can view this under Cash Flow Projections > Expenses > Expenses. src="https://cdn.livehelpnow.net/clients/21145/kb/medic1_af3523e2-5852-45c5-912b-677f8447d1d3.png" id="c9a57d48-50dc-4c10-9520-b712bdd3112d" alt="medic1" width="90%" height="auto" data-image="c9a57d48-50dc-4c10-9520-b712bdd3112d [...]

Viewing Estimated Medicare Premiums

  • Date updated 2023-09-29
  • By Support Carey

Where do I view the the estimated Medicare premiums that the program projects?

You can view the projected Medicare premium amounts in Cash Flow Projections > Expenses > [...]

Projected Cash Flows Appear to Not Change With Inflation

  • Date updated 2025-07-10
  • By Support Carey

I have expenses and cash inflows that I set to move with inflation. But their projected values over time stay the same every year.

The program defaults to showing projections in today's dollars, so if a cash flow has a growth rate equal to the inflation rate, the value in today's dollars will indeed stay the same when looking at the projections. You can turn off showing projections in today's dollars for the graphs and Cash Flow Projections section as seen below. [...]

View Growth Due to Dividends, Price, and Interest

  • Date updated 2023-09-22
  • By Support Carey

How do I view the investment growth broken out by dividends, price appreciation, and interest?

You can view projected dividends, price appreciation, and interest by the total for all accounts and broken out by each account under Cash Flow Projections > Investment And Cash [...]

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    Support Carey



    Description:
    Total articles: 205
    Article Categories: 11
    • General Questions
    • Monte Carlo
    • Linking Investment Accounts
    • Social Security And Pensions
    • Editing Investment Account Information
    • Modeling Cash Inflows
    • Taxes
    • Expenses And Cash Outflows
    • Scenarios
    • Cash Flow Projections
    • Investment History And Fund Information
    Article Tags:2
    • Monte Carlo assumptions
    • do not change my allocation

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