My salary will vary significantly over the next few years. How do I handle this?

Before retirement, the program only needs to know how much you save each year. So if the extra money will be saved, the best way to handle this is to enter it each year in the Additional Cash Inflows section as you see in the image below. In this example, there are two years where the salary changes significantly. This excess salary will be added to taxable accounts on a pro-rata basis, based on [...]

Can I view various projections over time by each investment account?

Yes, you can view many different projections broken out by each investment account as seen in the screenshot below. src="https://cdn.livehelpnow.net/clients/21145/kb/eachinv1_ce43829c-e800-45dc-a0ed-5dd9658ff857.png" id="8c46943d-24a6-48e9-ad6c-87d7a66957ec" alt="eachinv1" width="90%" height="auto" data-image="8c46943d-24a6-48e9-ad6c-87d7a66957ec [...]

Where is the best place to enter property taxes, and do they increase with inflation?

Most users place property taxes in the Goals & Additional Expenses section. The default is for them to grow at the inflation rate you have entered in the Settings section, but you can change that growth rate here. src="https://cdn.livehelpnow.net/clients/21145/kb/ptaxes1_87c422a3-a197-48f8-b857-f9ee58223a33.png" id="344488da-5f25-455c-aa57-527eeee02d53" alt="ptaxes1" width="90%" height="auto" [...]

I would like to change the order of some of my investments and an entry in the Additional Cash Inflows section. Can this be done?

Entries that are in rows like you see in the Investment Assets, Additional Cash Inflows, Goals & Additional Expenses, and Other Assets & Liabilities sections can be moved by dragging and dropping. Just select the reorder image first and you can then drag and drop any entry. src="https://cdn.livehelpnow.net/clients/21145/kb/drag1_ae23be86-504f-4a42-8852-8733c2eff39d.png" [...]

I have a linked investment account that shows the account type as Traditional IRA. It is actually a SEP IRA. How do I change this?

You can change the account type for a linked account and the program will remember the change. See the screenshot below to view where to change this. src="https://cdn.livehelpnow.net/clients/21145/kb/atype1_f0e04c89-3a8e-4a54-b8b9-aa8b728f45f6.png" id="872e119a-3924-4831-a177-49b19ab32a1b" alt="atype1" width="90%" height="auto" data-image="872e119a-3924-4831-a177-49b19ab32a1b [...]