Link to your Accounts to update progress automatically.
Click the 'link' icon on the right to get started.
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Enter a rough estimate of your total savings. Include your bank accounts, investments, and retirement. Exclude the value of your primary residence.
Enter your annual gross income (before taxes)
Enter how much money you save each month, including savings for retirement.
Analysis Settings apply only to Historical / Monte Carlo Analysis which are run through the Views menu located in the top toolbar. For more information, see Guide 9. Monte Carlo & Historical Analysis
Taxes set centrally using the Default Account (top account on Accounts &
Taxes tab). Rates applied universally to Income and Account Gains.
NOTE: Applies only to RATES, not to tax-handling options such as "tax-deferred", "tax-annual," or "dividend yield", which are always set at the Account level.
Taxes set on each Income/Account item individually.
NOTE: This option is NOT typically used.
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Enter your income including, if applicable, child support, spousal support, pensions, and Social Security.
Based on your income and monthly savings, we estimate your expenses.Correct them and enter any costs we haven't considered.
Here is where to list the things you own: savings, investments, retirement accounts, real estate, and significant collections.