7
- What does the KPI tab show?
- The KPI tab is your financial dashboard — it shows a summary across all sections (Budget, Net Worth, Retirement, and Social Security) in one place so you can see the full picture at a glance.
8
- What are Snapshots?
- Snapshots let you save a point-in-time copy of your Budget, Net Worth, or Retirement plan. You can compare multiple snapshots side by side or load one to continue editing.
9
- How does the Budget planner work?
- Add your income and expense categories, set amounts, and view totals by month or year. Save snapshots to track how your budget changes over time.
10
- How does Net Worth tracking work?
- Add your assets (cash, investments, real estate, etc.) and liabilities (loans, credit cards, etc.) to see your net worth and debt ratio. Save snapshots to track your progress.
11
- How does the Retirement calculator work?
- Enter your age, salary, 401k balance, contribution rate, and employer match. The calculator projects your balance at retirement and models withdrawals through age 90 to show whether you're on track.
12
- How do I use the Social Security estimator?
- Enter your earnings history in the Social Security tab to estimate your monthly benefit at different claiming ages. You can push the result directly to the Retirement calculator with one tap.
