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 type. src="https://cdn.livehelpnow.net/clients/21145/kb/insi1_9fb38224-f4ab-44d8-b4ce-16d0d9cbd930.png" id="48da2bfb-63e0-4f13-b561-32e1d0fe1971" alt="insi1" width="90%" height="auto" [...]

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 funds. src="https://cdn.livehelpnow.net/clients/21145/kb/perf1_6e39f1c2-ec51-4269-826d-3179513abe06.png" id="b6ed1eb0-9ea9-4334-a747-f91d83074a92" alt="perf1" width="90%" [...]

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

In the Goals & Additional Expenses section you can choose from a variety of ways an expense occurs as seen below. src="https://cdn.livehelpnow.net/clients/21145/kb/recur4_1d8dfc80-fad8-43e8-9911-bcc4a91c2096.png" id="1693eca5-1a4e-4a88-bdee-b9faa23558b2" alt="recur4" width="90%" height="auto" [...]

Does the program estimate Medicare premiums based on my income each year? And how does it handle medical expenses that Medicare doesn't cover?

You can have the program calculate Medicare premiums for parts B and D for you using the setting you see below called 'Use Program Estimate for Medicare Parts B & D Premiums'. The program uses your projected income and the https://www.medicareresources.org/medicare-eligibility-and-enrollment/what-is-the-income-related-monthly-adjusted-amount-irmaa/" target="_blank income-related monthly [...]

I find that I have to re-enter my login credentials frequently for one of the brokers I linked. Why is that?

WealthTrace does not determine how often you must re-enter your login credentials for linked accounts. The broker or bank determines this. However, many have the ability to change how often they ask for this. You would need to contact your broker or bank and ask if there is a way to change the [...]