Learn about the Planner's Savings & Investments Accounts place

Learn about the PlannerÆs Savings & Investments Accounts place

Tip: For easier reading, click (above).

This place is where you list all your long-term savings and investment accounts. Your accounts are displayed in various groups:

Retirement accounts For your tax-deferred accounts, such as 401(k)s
Accounts for dependents For accounts owned by dependents, such as your childÆs Education IRA
Taxable investment accounts For all your other savings and investments accounts
Excluded accounts For any accounts you donÆt want in your plan
Employee stock options For employee stock option grants you may receive from your employer

If youÆve already entered your savings and investment accounts in the Account Register, theyÆll appear in the list. Or you can start by entering accounts in the Planner and later use the Account Register to access or modify them.

How are my Lifetime Planner accounts related to my other accounts in Money?

TheyÆre the same accounts. However, you can do a few things in the Lifetime Planner you canÆt do in other parts of Money, such as entering estimated values and creating future accounts.

Why wouldn't I want an account in my plan?

You should exclude accounts that donÆt pertain directly to your financial future and goals. For example, if you have set up accounts in Money for tracking someone elseÆs funds or a charitable trust. For more information, see Learn why I'd want to exclude something from my plan.

How do I add a new investment account to Savings & Investments?

How do I change the details of an investment account?