I can't find where to tell the program I will have a Roth IRA conversion. Where is this done?

You must have an investment set up with an 'Account Type' of Roth IRA. You can then add the conversion information in the 'Annual Contribution' section as you see in the screenshots below. In this example this person is converting a manually entered dollar amount by year. Note that the program will add an inflation adjustment to these entries. For example, if it is 2024 and you enter a $10,000 [...]

Should I include taxes for Annual Living Expenses In Retirement?

No, this would be double-counting because the program calculates taxes for you each year in [...]

Where do I model rental income from my real estate property?

Enter rental income in Plan Inputs & Assumptions>Additional Cash Inflows. Most people model the income as the net after expenses and [...]

How do I manually add an investment account?

Go to Plan Inputs & Assumptions>Investment Assets. Choose the correct Investment Assets section and click/select 'Add Investment Asset [...]

Where do I model the sale of a home in the future?

You should model this in the Additional Cash Inflows section. If any portion of the sale is taxable make sure you separate out the cost basis (non-taxable portion) and the taxable portion as you see in the screenshot below. Note how the Growth Rate of the Home Sale cash inflow is set to 0%. This is because it is easier to separate out the taxable vs. non-taxable portion if you project out the [...]