I have the multiple plans feature and I want to start with a copy (duplicate) of my base plan. How do I do this?

To copy a plan click the ‘Duplicate’ icon as you see below. You can then create a 'Plan Name' and modify the duplicated plan. src="https://cdn.livehelpnow.net/clients/21145/kb/dupl1_db1e0106-9ad9-452e-b244-375dc0991a4e.png" id="4709e844-23fa-4d1a-9efd-9241b075d21f" alt="dupl1" width="90%" height="auto" data-image="4709e844-23fa-4d1a-9efd-9241b075d21f [...]

How do I model a CD (certificate of deposit)?

CDs should be modeled in the Additional Cash Inflows section. When the CD matures the money will flow into the taxable accounts pro-rata based on their balances at that time. The CD below matures one year from now (it was bought a year ago). The owner paid $10K for the CD and it returns $15K two years later, which is roughly a 2.5% annual yield. [...]

How do I add the multiple plans feature so I can save more than one plan?

Go to your username at the top right and select "Subscription & Payment'. Then select the toggle for 'I want to run and save multiple plans'. Enter your payment information again and click Update Payment Information. src="https://cdn.livehelpnow.net/clients/21145/kb/mplans1_4fef019a-0e8b-4fd1-843e-fb4bcc79c92e.png" id="9295fed0-3ef2-4529-a19d-c9e3a9e5e15f" alt="mplans1" width="90%" [...]

How do I delete an investment account?

Go to Cash Flow Inputs > Investment Assets and select the investment account you want to delete. Click or press the trash can image to delete it. src="https://cdn.livehelpnow.net/clients/21145/kb/deli1_286ad7f6-530a-4cac-8df5-41a90c673be8.png" id="a10fa9ca-1b8e-4ce9-8c2d-f9a7aa89350f" alt="deli1" width="90%" height="auto" data-image="a10fa9ca-1b8e-4ce9-8c2d-f9a7aa89350f [...]

The asset class for a holding I have is wrong. I linked the account. How do I edit or change the asset class or classification for a holding?

You can change the asset class mix by holding for a linked account if it has been mapped incorrectly. The program will remember this asset classification going forward. You can see this is in the screenshot below. src="https://cdn.livehelpnow.net/clients/21145/kb/editmh1_f36630c6-87d1-4f5a-a180-f234913dd1b3.png" id="7a009df3-41e6-498e-b469-90c6d312577e" alt="editmh1" width="90%" height="auto" [...]