When I have an expense, which sources of income are used to cover it first? What about investment assets?

The order is as follows: Additional Cash Inflows Social Security Pensions Required Minimum Distributions (RMDs) Deferred Compensation Taxable/Tax-Advantaged Growth Taxable/Tax-Advantaged Principal Non-Qualified Tax-Deferred Growth Non-Qualified Tax-Deferred Principal Qualified Tax-Deferred Growth Qualified Tax-Deferred Principal This is usually the most tax-efficient way to withdraw money. You [...]

How does the program assign or calculate the portion of the annual return that is due to dividends, capital gains, and interest?

The program estimates the share of the annual return that is due to dividends, capital gains, and interest using the asset classes of each holding. For example, if you have a fund that is 60% in growth stocks and 40% in medium term bonds, the program maps the share of the return that is due to dividends, capital gains, and interest as seen in the screenshot below. In this example, growth stocks [...]

I want to view historical transactions such as deposits, withdrawals, interest, and dividend payments. Where I can see this?

If your accounts are linked, we begin tracking historical data (such as balances, transactions, and account performance) from the day they are linked. You can view transactions for any linked account as seen below. src="https://cdn.livehelpnow.net/clients/21145/kb/trans1_53721589-3c6b-4249-a5da-d9b6c0e27623.png" id="81607d2b-74df-4496-a9a7-dbb8b954fa96" alt="trans1" width="90%" height="auto" [...]

I want to see the history of my investment balances over time. How do I view this?

If your accounts are linked, we begin tracking historical data (such as balances, transactions, and account performance) from the day they are linked. You can view historical balances for any linked account as seen below. src="https://cdn.livehelpnow.net/clients/21145/kb/hist1_c8ffd489-3db0-4fa0-8b9a-804ee2108a99.png" id="e08dc404-6fcb-4e80-9616-cdc7ad0f0483" alt="hist1" width="90%" height="auto" [...]

I manually entered an investment with no underlying holdings. I entered it as a single investment account, but it has multiple asset classes. How do I tell the program it is invested in several different asset classes?

You can specify the asset class breakdown for the overall investment account as seen below. src="https://cdn.livehelpnow.net/clients/21145/kb/assign2_dc6e7e81-4ed8-410f-86b1-3f70396821da.png" id="bc6489ec-c1e8-495c-980c-155851a1d278" alt="assign2" width="90%" height="auto" data-image="bc6489ec-c1e8-495c-980c-155851a1d278 [...]