How do I upgrade from the Advanced version to the Deluxe and will the charge be pro-rated based on how much time is left in my subscription term?

To upgrade log in and click on your username at the top right. Go to ‘Subscription & Payment’. You will be taken to the Payment Information section. Select the Deluxe version and then enter your payment information towards the bottom of that page. Then click on ‘Update Payment Information’. The upgrade charge is pro-rated based on how much time is left in the subscription term. [...]

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 screenshot below to make sure that the asset allocation looks correct. You can override incorrect allocations by going to 'Account Holdings' for that account. [...]

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 below: src="https://cdn.livehelpnow.net/clients/21145/kb/resetar_127857c8-89f0-4e9b-bd6e-21ff7005765b.png" id="931088dc-c402-469e-a22c-b5deb0cd435a" alt="resetar" width="90%" height="auto" [...]

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 below: src="https://cdn.livehelpnow.net/clients/21145/kb/hsa1_989e95a8-9fab-4c24-9c9e-ab9b03aa98aa.png" id="1eaba3d5-c634-4c31-ac89-7d64fa843611" alt="hsa1" width="90%" height="auto" [...]