Understanding Reports
You can't spend over your lifetime more than you have. Your lifetime balance sheet reflects this point. It shows that your lifetime spending or outlays...
Thu, 23 Jul, 2020 at 7:52 AM
The annual saving and withdraw report shows you the pattern of saving and withdraw needed in your planning model to keep your per-adult living standard smoo...
Sat, 20 Feb, 2021 at 3:20 PM
The user manual will address details about your MaxiFi reports in other sections, but here we address the basics. See the video and additional pointers belo...
Thu, 22 Apr, 2021 at 8:43 AM
Creating an alternative profile and running a comparison report allows you to see two reports and make easy comparisons between your base profile and an alt...
Fri, 19 Jun, 2020 at 8:17 PM
You can return to your Base Profile by clicking on "base profile" at the top of the report screen. After returning to your base profile you can ...
Fri, 19 Jun, 2020 at 6:55 PM
The Federal Tax Detail report can be found in the Spending Overview report. This worksheet can help you to understand how AGI and calculated and how Net Tax...
Wed, 20 Oct, 2021 at 7:23 AM
To understand why lifetime present values can't be compared, we first need to understand that to get the values that are shown in the Lifetime Balance ...
Wed, 8 Sep, 2021 at 5:37 PM