You can view how expenses are paid by each investment, both by investment growth and principal [...]
Article search results for : "Account linking"
126 ArticlesThe owner of one of my investment accounts should be my wife's, but it has my name. How do I change this?
Open the investment under Cash Flow Inputs > Investment Assets and you can change the Owner field there as you see [...]
I overwrote my annual return figure for a linked account. I now want to go back to the default setting, which uses historical annual returns by asset class. How do I do this?
You can reset the annual return back to the default. See the image [...]
I have an account that is mostly in a regular 401(k), but a portion is in a Roth 401(k). How do I tell the program that a portion of the account is in a Roth?
You can designate the portion of a 401(k) plan that is in a Roth 401(k) as seen in the screenshot [...]
I manually entered my investment accounts with the underlying holdings. Some of the holdings are funds that are invested in multiple asset classes. How do I enter these for each holding?
You can enter a mix of asset classes for each holding as seen [...]
I will have a part-time job in retirement. I added this in the Additional Cash Inflows section. But I don't think payroll taxes are being taken out. How do I account for this?
Payroll taxes are not deducted from entries in Additional Cash Inflows. You will want to add payroll taxes for the part-time job as an expense in the Goals & Additional Expenses section. This expense should begin when the part-time job does, and should end when the part-time job [...]