Spending Game
Getting Started
Scenarios
- Cloning Scenarios
- Review Advance - Current Version and Legacy to Current Version
- Need to Change Client Age or Projection Age for Existing Scenario & Accounts
- Roth Conversion
- Inherited IRA
- Selling primary home and purchasing another Demonstration
Accounts
- ★ Overview of Accounts
- Understanding Independent Tax Rates
- Column Control
- Inflow Account Type Summary
- Outflow Account Summary
Cash Flows
Visualizations
Reports
System Settings
Miscellaneous
- Premium Borrowing for Canadian Advisors
- How do I learn abbreviations for columns?
- Understanding how RMDs are Implemented in Spending Game
- Managing spouse owned accounts
- Understanding Client Age in Spending Game
- How to show Rental Property in Spending Game