I am reallocating investments at a future date, but I don't want to include certain investments. How do I exclude them from the reallocation?

You can exclude any investment account from reallocating as seen below. This can be found in Cash Flow Inputs > Investment Assets. Select the investment and go to Account Assumptions. src="https://cdn.livehelpnow.net/clients/21145/kb/reall1_7edf5202-6564-4590-808a-8568202acfaa.png" id="60da3ce0-105c-4025-8727-4e14a548b193" alt="reall1" width="90%" height="auto" [...]

Where do I view any capital gains taxes I am paying?

You can view capital gains taxes and tax rates under Cash Flow Projections > Expenses > Taxes. src="https://cdn.livehelpnow.net/clients/21145/kb/cg1_2839f588-1588-4d6b-8b00-a5a5053ed8e9.png" id="2732c880-7dc9-4aa4-8435-b4c7bbd29a24" alt="cg1" width="90%" height="auto" [...]

How do I enter various tax rates for different income sources I've entered in the Additional Cash Inflows section?

You can use the program-calculated capital gains tax rate, the federal plus state income tax rate, or you can enter your own tax rate as you see in the screenshot below. src="https://cdn.livehelpnow.net/clients/21145/kb/cit1_b601ffda-9701-431a-acd9-65d59727b561.png" id="53ffd90f-aaa4-4f17-b223-7c51ee1ae653" alt="cit1" width="90%" height="auto" [...]

I have a loss on an investment that will offset capital gains. How do I add this?

The Loss Carryover will be applied against capital gains on taxable investment assets. You can enter a loss carryover in the Plan Inputs & Assumptions section as you see in the screenshot below. src="https://cdn.livehelpnow.net/clients/21145/kb/clo1_7491bb35-f870-4e85-b078-69bb3e2ab1f0.png" id="5054c5a5-4dca-4b4f-ae89-ea973da6bef1" alt="clo1" width="90%" height="auto" [...]

How do I view projected investment growth, balances, contributions, returns, and other information by each investment account?

You can view projected investment information by each account by going to Cash Flow Projections > Investments And Cash Inflows > Investments (By Each Account) src="https://cdn.livehelpnow.net/clients/21145/kb/ie1_7090f49c-8e74-4a1c-8c6a-69555f4b640b.png" id="3e771138-9ca4-46d3-98a7-e0e995160771" alt="ie1" width="90%" height="auto" [...]