Does WealthTrace use calendar years for financial projections?

Yes, WealthTrace starts with today's date and ends at 12/31 for the current year. After that, each subsequent year's projections will be from 1/1 through 12/31. With one important caveat, cash inflows, outflows, and the growth of cash inflows, expenses, and investments are pro-rated in the first year based on how many days are remaining in the year. The caveat is that one-time inflows or outflows [...]

Where do I view the projected growth of my investments?

You can see this under Cash Flow Projections > Investments And Cash Inflows > Investments as seen below. We show this for Taxable & Tax-Advantaged, Qualified Tax-Deferred, and Non-Qualified Tax-Deferred investments. You can also view this information by each investment by going to Investments (By Each Account). [...]

Where do I tell the program that I own tax-free-interest municipal bonds?

You can add an account that has tax-free interest bonds in it as seen in the first screenshot below. If it's a linked account and the 'Account Type' did not come in correctly, you can edit it as you see in the last screenshot below. src="https://cdn.livehelpnow.net/clients/21145/kb/addmuni1_d4c5f58f-aa3a-40e6-b1ad-72d6bb274c1b.png" id="a5d7ac19-5fe8-435d-a99a-98069ebd607f" alt="addmuni1" [...]

Where do I add a pension in the program?

Add pensions in the Cash Inflows section as seen below. src="https://cdn.livehelpnow.net/clients/21145/kb/addpension1_3af0e77d-4c96-42d4-9491-325d12f751b1.png" id="649c27a7-fec8-4063-b26b-07b3663c6bc7" alt="addpension1" width="90%" height="auto" data-image="649c27a7-fec8-4063-b26b-07b3663c6bc7 [...]

My credit card information has changed. How do I update my payment information?

Log in and click your username at the top right. Go to Subscription & Payment. Scroll down to find the section where you can add your new payment information. Then click the 'Update Payment Information' button. src="https://cdn.livehelpnow.net/clients/21145/kb/payment1_0ce9e399-64ad-44b5-ad5b-a5385d7663e7.png" id="f25f6924-0c55-4a55-89c4-debb235acc67" alt="payment1" width="90%" height="auto" [...]