Can I edit the name of an investment account that I linked?

Yes, open the account in Cash Flow Inputs > Investment Assets and change the name there. src="https://cdn.livehelpnow.net/clients/21145/kb/editn1_e1e294f0-08ae-4d79-872d-e32f008f43cd.png" id="4340f70a-bb1d-4cae-a546-41162e567456" alt="editn1" width="90%" height="auto" [...]

How often do my linked accounts update?

Linked accounts update each night with the closing day's investment balances and holdings [...]

Can I enter multiple Roth IRA conversions?

You can have multiple conversions as long as you have more than one Roth IRA entered. Each IRA or 401(k) that's converted must have a Roth IRA to go with it to convert [...]

Are living expenses in retirement pre-tax or post-tax with regards to income, dividends, and capital gains?

They are before income, capital gains, and dividend taxes. The program calculates these taxes for you, both for federal and state. So make sure you do not enter an expense for income taxes, capital gains, or dividend taxes. This would be double-counting. However, you do want to create an expense for property taxes or other local taxes that the program does not account [...]

Does the program allow for the change in the tax filing status if a couple was filing Joint and then one of them dies earlier than the other?

If one spouse passes away before the other, the tax brackets change to single status at that time in the [...]