Support: Guides, Videos & FAQs

Whether you’re just getting started or diving deep into your finances, we’re here to help. Search below or click on one of the videos or links below.

Intro Video

Ready to map out your financial future? Start by watching this quick video guide.

Income Video

Enter your income including, if applicable, child support, spousal support, pensions, and Social Security.

Expense Video

Based on your income and monthly savings, we estimate your expenses. Correct them and enter any costs we haven't considered.

Accounts Video

Here is where to list the things you own: savings, investments, retirement accounts, real estate, and significant collections.

Getting Started with OnTrajectory

Basic Assumptions
Income, Expenses, Accounts, and Taxes

Modeling Income

Raises and Inflation
Income Tax

Modeling Expenses

Indefinitely Recurring Expenses
Expenses that Begin and End

Modeling Accounts, Contributions, and Withdrawals

Account Properties
Contributions to an Account

Modeling Taxes

Taxes on Accounts & Income
Automatically Calculate Tax Rates

Modeling Home Equity

Entering Loan/Mortgage Information
Making Extra-Payments

Dealing with Debt

Drawdown Preferences

Adding a Spouse / Account Owner

Tracking Progress & Linking Accounts

Setting Goals

Creating and Managing Scenarios

Monte Carlo & Historical Analysis

Analyze & View Options

Output Data

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