Resource Center

Balance Sheet

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The Balance Sheet and Cash Flow have very similar functionality. The below correspond to the red numbers on the image above.

  1. Click here to switch between the current plan (based on the data you entered via profile) and the proposed plan. The differences between them are the applied what ifs.
  2. Click here to switch between different sets of what ifs you have saved (if any).
  3. Click here to jump to a milestone such as retirement.
  4. Use the + signs to see the detail comprising a category total and the - signs to hide the detail.
  5. Use the < and > buttons to scroll forward or backward 1 year at a time.
  6. Use the scroll bar at the bottom to scroll as far forward or backward as you'd like.
  7. Hover your mouse over any number to see the earnings, contributions and distributions from that account in that year.