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    Editing Investment Account Information
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Projected Tax Information

  • Date updated 2023-09-13
  • By Support Carey

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 > [...]

Fund Fees and Turnover

  • Date updated 2023-09-08
  • By Support Carey

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 [...]

Historical Transactions for Accounts

  • Date updated 2023-09-08
  • By Support Carey

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 [...]

Historical Performance

  • Date updated 2023-09-08
  • By Support Carey

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 [...]

Adding an Expense That Occurs Every Other Year or Every Few Years

  • Date updated 2023-08-16
  • By Support Carey

I want to add an expense that occurs every few years.

You can choose from a variety of ways an expense occurs as seen [...]

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    Support Carey



    Description:
    Total articles: 214
    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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Knowledge Base Categories

  • General Questions
  • Monte Carlo
  • Linking Investment Accounts
  • Social Security And Pensions
  • Editing Investment Account Information
  • -- All Categories --

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