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" [...]

Does the program deduct medicare premiums from Social Security payments?

The software does not deduct Medicare payments so you should either deduct from Social Security or put it in as an expense in the Goals & Additional Expenses [...]

My linked investment accounts are not updating. The balances are old. How do I update them?

Click on the accounts with a warning symbol on the dashboard. The program will ask you to re-enter your login credentials. You only need to do this one time for each broker, not for each investment account. src="https://cdn.livehelpnow.net/clients/21145/kb/relink2_2141f79b-a6a5-4166-85e5-2e47c4c9886b.png" id="4c380a92-eb98-433e-b147-36bc7fd0066b" alt="relink2" width="90%" height="auto" [...]