Link to your Accounts to update progress automatically.
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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
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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.