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 [...]

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

You can set an investment account as "Tax-Free Interest" using the Account Type setting as seen in the screenshot [...]

Where do I add a pension in the program?

You can add one pension or multiple pensions in WealthTrace as you can see in the screenshot below. You can also set the growth rate of each pension and the timing of its first [...]

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 Account, then go to 'Payment Information' as seen below. Scroll down to find the section where you can add your new payment information. Finally, click the 'Update Payment Information' [...]