Can I set which screen is my default start page?

You can select from a few screens to set as your starting [...]

Do the annual return assumptions include inflation, or are these real returns?

The annual return figures used in the program are nominal returns, not real (inflation-adjusted) returns. So inflation has not been taken out of them. Put another way, if you have an annual return of 8% for value stocks, and your inflation assumption is 3%, the real annual return for value stocks would be [...]

I will have a part-time job in retirement. I added this in the Additional Cash Inflows section. But I don't think payroll taxes are being taken out. How do I account for this?

Payroll taxes are not deducted from entries in Additional Cash Inflows. You will want to add payroll taxes for the part-time job as an expense in the Goals & Additional Expenses section. This expense should begin when the part-time job does, and should end when the part-time job [...]

I have a large annual contribution going into an investment account that has a low balance today. When I look at the ending balances of each investment in the account, the contribution does not appear to be going into that investment account. Where is it going?

The annual contribution is going into the correct account. But in this case, the 'Rebalance Investments Annually' toggle is set to 'Yes.' Because of this, investment accounts are rebalanced at the beginning of each period based on their percentage of the overall investment portfolio as it stands today. So an investment account with a small balance to start with will continue to have a small [...]

Where do I enter the payout of a life insurance policy?

Enter a payout or potential payout for life insurance in the Additonal Cash Inflows section. In the screenshot below, there is a life insurance payout when one plan participant dies at his life expectancy of age 90. The life insurance proceeds go to the surviving spouse. Like all cash flows from the Additional Cash Inflows section, the proceeds here will go into taxable investment accounts [...]