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 [...]

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 $14K two years later, which is roughly a 2% annual [...]

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

Once you are logged in click your username at the top right. Select 'Account'. Then select the checkbox for 'I want to run and save multiple plans'. Enter your payment information again and click Update Payment [...]

How do I delete an investment account?

Go to Plan Inputs & Asssumptions/Investment Assets. Click or press the trash can image to delete an investment account, including an account that is [...]

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 by holding for a linked account if it has been mapped incorrectly. The program will remember this asset classification going forward. Watch the video below to see how to do this. [...]