Can I model deferred compensation?

Yes, accounts that are deferred compensation can be linked or you can manually add them. You can then set the payout start and ending ages for the deferred compensation. src="https://cdn.livehelpnow.net/clients/21145/kb/dc2_8547c6a0-dfe1-4f12-aa69-57a07584b4e2.png" id="fd60a567-759e-4681-8481-a433c70dfe73" alt="dc2" width="90%" height="auto" data-image="fd60a567-759e-4681-8481-a433c70dfe73 [...]

Do my linked investment accounts use the historical performance of each fund to project future annual returns?

No, the program uses historical performance for various asset classes to project future annual returns for each investment. Each linked investment holding is mapped to one of the asset classes in the program and will use the Annual Return for that asset class. You can read more about viewing and editing the Annual Returns for asset classes [...]

Can I view the underlying holdings for linked investment accounts?

Yes, there are two ways to do this. In Cash Flow Inputs>Investment Assets click on View Asset Allocation once in the account. You can also view holdings for all accounts under Investment Insights > Investment Holdings. src="https://cdn.livehelpnow.net/clients/21145/kb/holdings1_c41d07e7-59f0-4a1d-a550-aea5a9285c83.png" id="ffea7be4-c543-4a34-891b-e4cb7ef87399" alt="holdings1" width="90%" [...]

Why do many of my cash flows stay the same every year even though they should be growing with inflation?

By default all cash flow projections are shown in “Today’s Dollars” and therefore inflation is stripped out. If you would like to turn off the inflation adjustment for graphs and cash flow projections you can do that as you see in the screenshot below. src="https://cdn.livehelpnow.net/clients/21145/kb/todays1_42cc4909-38cd-4de6-b3cd-90716a9ed922.png" id="688ac97d-d74c-4b64-9eb7-3e7d08097b9e" [...]

Can I force an update of my linked accounts during the day?

Linked accounts update automatically every night. However, if you want to refresh the balances and holdings during the day you can do this by re-entering your credentials for the bank or broker. Basically you link the account as if you were linking from scratch. But because the account is already linked, we simply update the balance and holdings at that [...]