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 [...]

I have after-tax contributions to my 401(k) plan. Where and how do I enter this?

You can specify after-tax contributions to a retirement account as you see in the screenshot below. The program needs to know the amount of the current contribution that is after-tax and the percent of the current balance that is made up of after-tax contributions. src="https://cdn.livehelpnow.net/clients/21145/kb/after1_68f71077-5e84-4539-9445-35f01f55e64a.png" [...]

I manually entered my investment accounts with the underlying holdings. Some of the holdings are funds that are invested in multiple asset classes. How do I enter these for each holding?

You can enter a mix of asset classes for each holding as seen below. src="https://cdn.livehelpnow.net/clients/21145/kb/entermult1_b0b18950-28ce-4ceb-acee-6fcac772d69e.png" id="dca1247f-a667-4e42-8c4a-fe38c37215a0" alt="entermult1" width="90%" height="auto" data-image="dca1247f-a667-4e42-8c4a-fe38c37215a0 [...]