Basics

Why are Deductions and Exemptions on the Federal Tax Detail screen decreasing?
The Tax Detail Report is in today's dollars, but the calculations in this report start with nominal dollars and then are converted to today's dollar...
Mon, 25 Mar, 2024 at 7:50 PM
Spending Cap
The Spending Cap can be found in Settings > Estate area.  This spending cap allows you to set an upper limit on the amount of your discretionary spen...
Wed, 9 Jul, 2025 at 5:08 PM
Percent of Assets to Spend
In the Settings > Estate area there is an Estate Planning Panel for each spouse that includes a field for Percent of Retirement Account Assets to Spend ...
Mon, 24 Nov, 2025 at 8:52 AM