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Support: Guides, Videos & FAQs

Whether you’re just getting started or diving deep into your finances, we’re here to help.

Video Tips & FAQs

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

Need additional assistance?

Send us an email and we’ll be happy to help. Please allow up to 24 hours for a reply.

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