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...
Thu, 23 Jul, 2020 at 7:52 AM
Annual Saving and Withdraw Report
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
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 help you to understand how AGI and calculated and how Net Tax...
Sun, 21 Jun, 2020 at 8:24 AM