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  2. Spending Game

Spending Game

Getting Started

  • ★ How to Build a Scenario
  • ★ Comparing 2 Scenarios Walk-through
  • Spending Game Account Terms, Definitions & Other Build Resources
  • PDF Illustration - Copy and Paste Spending Game
  • Retirement Ready or Not SG Head Start to Spending Game
  • Transitioning from Legacy SG3.0 to NextGen Spending Game

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
See all 11 articles

Accounts

  • ★ Overview of Accounts
  • Understanding Independent Tax Rates
  • Column Control
  • Inflow Account Type Summary
  • Outflow Account Summary
See all 22 articles

Cash Flows

  • ★ Overview of Cash Flows
  • Manual Cash Flow Reconciliation
  • Spending Game Cash Flows Column Control
  • Freeze Columns in Cash-Flow and Reports View

Visualizations

  • ★ Overview of Visualizations

Reports

  • ★ Overview of Reports

System Settings

  • ★ Overview of System Settings for Spending Game

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
See all 14 articles

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