Understanding Reports

Lifetime Balance Sheet
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...
Fri, 17 Jun, 2022 at 3:36 PM
Annual Saving and Withdrawal Report
The Annual Saving and Withdrawals report shows you the pattern of saving and withdrawals needed in your planning model to keep your per-adult living standar...
Fri, 11 Mar, 2022 at 7:40 AM
Understanding Your Report
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
Alternative Profiles and Comparison Reports
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
Updating Your Data and Rerunning Your Base Plan
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
Understanding the Tax Detail Report
The Federal Tax Detail report can be found in the Spending Overview report. This worksheet can give you a broad overview of the federal tax calculations and...
Mon, 13 Jun, 2022 at 1:12 PM
Comparing Lifetime Values in Profiles With Different Interest Rates
Usually, when you run a comparison report of two different profiles – call them A and B – if your lifetime discretionary spending is higher in profile A tha...
Sun, 7 Aug, 2022 at 8:38 AM