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?
See The Bottom Line to find if your plan works.
See Improving Your Plan to identify problems in your plan.
See Forecasts to analyze your plan and learn how to make it better.
See Assumptions to understand the assumptions underlying your plan.
See Action Plan to learn how to put your plan into action.