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" [...]

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" [...]

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 https://support.mywealthtrace.com/21145/kb/article/105883/how-to-delete-an-investment-account here. If there are two accounts that look the same, delete the one with the older date. If the duplicate is exactly the same (same date and same balance), delete the one that has a warning [...]

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. src="https://cdn.livehelpnow.net/clients/21145/kb/varies2_614e825a-9c5b-4ba5-b383-7383a09d6acb.png" id="a00c8be1-d05b-4b5f-8175-10a52aefd716" alt="varies2" width="90%" height="auto" data-image="a00c8be1-d05b-4b5f-8175-10a52aefd716 You can also set up expenses that have set [...]