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. Watch the video below to see how to do [...]

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 [...]

I have duplicates of some investment accounts after linking them. How do I delete the duplicates?

You can delete the duplicates and they should not come back. You can read more about deleting investment accounts here. If there are two accounts that look the same, delete the one with the older date in the left side bar. If the duplicate is exactly the same (same date and same balance), delete the one that has a red exclamation point next to it. If both have the same balance, same date, and no [...]

I want to change my living expenses over time so that they decrease after 20 years. How do I do this?

The easiest way to change living expenses over time is to use the 'Varying Expenses' feature you see in the image below. You can also set up expenses that have set starting and ending dates in the Goals & Additional Expenses [...]

How do I change the tax rate for an inflow in the Additional Cash Inflows section?

You can elect to use the global settings for taxes on your plan or you can enter any tax rate you wish for an entry in the Additional Cash Inflows section. To enter a tax rate use the dropdown under 'Effective Tax Rate' and select 'Enter Tax Rate (%).' Enter the percent tax rate directly into the dropdown as you see in the image [...]