View my financial forecast for an upcoming year

View my financial forecast for an upcoming year

If youÆre wondering about your financial picture for an important time of your life (when you buy a house, when your child goes to college, when youÆll retire, and so on), youÆll get a snapshot here.

1 Go to Yearly Snapshot.

How?

1 On the navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click Planner.

2 Click Lifetime Planner.

3 In the left pane, click Results.

4 In the left pane, click Yearly Snapshot.

2 Enter a year at the top of the screen.

How do I add years to my plan?

Increase your life expectancy in the About You place (in the Lifetime Planner). Yearly Snapshot will be automatically updated to reflect your longevity.

How do I view my bottom-line forecast?

How do I print a specific graph or analysis?