You can manually enter an HSA investment in the Taxable & Tax-Advantaged section as seen [...]
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126 ArticlesIs there an easy way to see which holdings are being used for paying expenses?
You can view how expenses are paid by each investment, both by investment growth and principal [...]
The 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 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 [...]