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" [...]

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?

Your annual retirement expenses and detailed budget can be entered under Cash Flow Inputs. To create a retirement budget: Click on Cash Flow Inputs in the navigation menu. Select the Expenses section.Locate the Living Expenses in Retirement input.Enter your total estimated retirement expenses directly, or use the budget tool to create a more detailed breakdown.Choose whether to enter the budget [...]

I entered a date of 3/31/2040 for when an expense I entered will end. How does the program handle this expense in the final year, 2040?

Expenses that end on a date will be pro-rated for the year. WealthTrace uses calendar years, so if the expense is $10,000 and ends on 3/31/2040, the total amount for this expense in the year 2040 will be (90/365) * 10,000 = [...]