Learn about the Yearly Snapshot place

Tip: For easier reading, click    (above).

  Play the Fine-Tuning and Analyzing Your Plan video.


The Yearly Snapshot place is where you analyze your plan one year at a time. As your account balances change or you make changes to your plan, the projections in Yearly Snapshot are automatically updated so you can have an accurate picture of the years ahead.

Use this place to get the big picture about an upcoming year or to highlight one particular aspect (events, income, expenses, or net worth). Double-click a part of a graph to see the details.


Where else can I learn about my plan?

How do I view my forecast for an upcoming year?