- Q: The Net Worth chart is not showing the full value of my clients' assets. Why?
- How to set an Expense Payment Source
- Let's See Chart Details - What are "unscheduled" contributions?
- Cash flow chart – What does the black “need line” represent?
- Let's See - Are the incomes shown in the cash flow gross or net amounts?
- Let's See - Annual "To Savings" total is higher than summed savings
- Assets by Tax Type Chart - What types of investments are included in each asset category?
- Transfers between accounts are not being shown as expenses in the chart details
- View final estate distribution. No bar for final mortality year in the Let's See charts
- Items not displayed in the Cash Flow chart
- Assets Charts - Are trusts included in the assets/net worth charts?
- Assets Chart - Why isn't the name of each asset displayed below the chart when the Detailed view is ticked?
- The Chart Details Panel - View all of the annual transactional details including expenses, inflows, account balances and taxes
- Chart Controls - Zoom in and out on charts; screen capture simulations and special views; refresh the charts
- View expense payment sources on the Let's See chart details
- Preferences - Start screen. Setting the software to open to the client's Cash Flow chart.
