I linked an account but now want to unlink it for security reasons. I would like to keep all of the information that is there, such as the asset class, balance, etc. How do I do this?

An account can be unlinked permanently from Yodlee while still keeping the information. See the screenshot [...]

Should the estimated amount from Social Security be used as the initial payment or should it be the SSA estimate less estimated Medicare payment?

The program estimate for Social Security does not include any deductions for Medicare. You should either deduct this from Social Security or put it in as an expense in the Goals & Additional Expenses [...]

Does the program take into account tax deductions for long-term care expenses?

It does not. You would have to reduce the expense amount of the long-term care to compensate for any savings in [...]

Where do I enter a mortgage expense or Other Loans?

A mortgage should go in two locations. First, it should go in the Liabilities section under Other Assets & Liabilities. Once you save the Liability the program will ask you if you want it automatically added to the Goals & Additional Expenses section. Most users want to choose Yes here. The program will figure out the payment schedule and the end date for you as you can see in the [...]

I have a linked account that was placed in the wrong section. It is a traditional IRA, but it shows up in the Taxable & Tax-Advantaged section. How do I move it?

You can move a linked account that appears in the wrong section. For exampe, a traditional IRA that shows up as a 'Taxable' account in the Taxable & Tax-Advantatged section. Once it is moved you can then set the 'Account Type' to the correct type. To see how to move an account watch the video [...]