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Viewing Projections By Each Investment Account

  • Date updated 2025-07-11
  • By Support Carey

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 To Enter Property Taxes

  • Date updated 2025-07-11
  • By Support Carey

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" [...]

Reorder Entries By Dragging And Dropping

  • Date updated 2025-07-11
  • By Support Carey

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" [...]

Account Type For A Linked Investment Is Incorrect

  • Date updated 2025-07-11
  • By Support Carey

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 [...]

How To Tie A Goal Or Expense To A Particular Investment Account

  • Date updated 2025-07-11
  • By Support Carey

I have an expense in the Goals & Additional Expenses section that I want funded by a specific investment account. How can I do this?

You can select one investment account to fund a goal in the Goals & Additional Expenses section as seen below. If that account runs out of money before the expense is fully funded, the program will use other investment accounts to fund it. src="https://cdn.livehelpnow.net/clients/21145/kb/fund1_b7856fb8-e8bd-4171-9853-cc642d4fe1ee.png" id="cfc71a2f-ef5d-44f0-8c7c-72842b46894d" alt="fund1" [...]

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    Support Carey



    Description:
    Total articles: 204
    Article Categories: 11
    • General Questions
    • Monte Carlo
    • Linking Investment Accounts
    • Social Security And Pensions
    • Editing Investment Account Information
    • Modeling Cash Inflows
    • Taxes
    • Expenses And Cash Outflows
    • Scenarios
    • Cash Flow Projections
    • Investment History And Fund Information
    Article Tags:2
    • Monte Carlo assumptions
    • do not change my allocation

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