Where do I view projected tax rates and taxes?
You can view projected tax rates, taxes paid, and other tax information under Cash Flow Projections > Expenses > [...]
Can I view the fees I pay on funds and their turnover
You can view the annual fees paid on funds in both annual percentage terms and dollar terms. Sort by fees to find the accounts you are paying the most fees on. You can also view the annual turnover for [...]
Can I view historical transactions such as interest payments, dividends, deposits, and withdrawals for linked accounts?
You can view historical transaction information for accounts that are linked and filter by the transaction [...]
Can I view the historical performance for linked accounts and the funds I own?
If an account is linked you can view the performance of the account itself over various time periods. You can also view the historical performance of funds in accounts and even compare performance between two different [...]
I want to add an expense that occurs every few years.
You can choose from a variety of ways an expense occurs as seen [...]