I have a 401(k) that is partially in a Roth. When the account is linked, it places it all into one account. How do I tell the program that part of it is a Roth?

You can specify the percent of a 401(k) that is in a Roth. The program assumes this percentage stays the same forever. src="https://cdn.livehelpnow.net/clients/21145/kb/rothp1_8894d960-4152-445c-9a5f-1790a936cbf4.png" id="205096ff-52ff-405d-9131-db9290579661" alt="rothp1" width="90%" height="auto" data-image="205096ff-52ff-405d-9131-db9290579661 [...]

I have a home that I will not sell, but I would like for it to show up in my net worth projections. Where do I add this?

Any asset that is part of your net worth but won't show be sold in the future should be entered in the Assets section under 'Other Assets'. If this asset will be sold in the future, you would also need to add the proceeds of the sale under the https://support.mywealthtrace.com/21145/kb/article/106003/modeling-the-sale-of-a-home Cash Inflows section. [...]

A few of my linked accounts are not updating. There is a warning image next to them. What do I do?

You can click on the warning image and the program will likely ask you to re-enter your login credentials. Many banks and brokers will periodically require this. src="https://cdn.livehelpnow.net/clients/21145/kb/relink1_fb4fba93-b2f7-4339-b8d9-b5c851d28975.png" id="8361fab6-47f5-47a1-a63b-d48d268b1488" alt="relink1" width="90%" height="auto" data-image="8361fab6-47f5-47a1-a63b-d48d268b1488 [...]

I don't want to enter each holding for an investment. I just want to assign general asset classes. How do I do this?

You can assign one asset class to an investment account using the asset class dropdown. You can also assign multiple asset classes to an investment account. Assign one asset class: src="https://cdn.livehelpnow.net/clients/21145/kb/assign1_2cbff61e-525f-40ba-9783-b435506fd959.png" id="552dcd4c-63ef-4d22-8a9a-2ec5b76d41d9" alt="assign1" width="90%" height="auto" [...]

Where do I create a budget for retirement expenses?

You can create up to three monthly or annual budgets and alternate among them to run budget scenarios in your plan. Note that the budget is for living expenses in retirement, not before retirement. The total expense from the budget will start at the retirement of the first person to retire and will end at the final end age (life expectancy) specified in the plan. [...]