My asset allocation shows a large amount of cash. This is not accurate. How can I fix it?

With linked accounts, financial institutions may not always send us accurate asset class information. In particular, certain assets will sometimes incorrectly be listed as cash. Check your investments as seen in the video below to make sure that the asset allocation looks correct. You can override incorrect [...]

Where do I enter my expenses before I retire? I only see an input for 'Living Expenses In Retirement'.

The program assumes pre-retirement that whatever you don’t save, you must have spent. So it doesn’t need living expenses pre-retirement unless you are paying for those expenses out of your investments rather than from your salary. If this is the case you would want to enter these types of expenses in the ‘Goals & Additional Expenses’ [...]

I overwrote my annual return figure for a linked account. I now want to go back to the default setting, which uses historical annual returns by asset class. How do I do this?

You can reset the annual return back to the default. See the image [...]

Where do I add an HSA investment if I want to add it manually.

You can manually enter an HSA investment in the Taxable & Tax-Advantaged section as seen [...]

Why does my pension payout decline every year even though I entered it as a fixed amount?

If the growth rate of the pension is less than the inflation rate, then the inflation-adjusted (today’s dollars) value of the pension will decline over time. The program defaults to showing projections in today's dollars, so if the cash flow has a growth rate less than the inflation rate, the value in today's dollars will indeed decline each [...]