The Balance Sheet and Cash Flow have very similar functionality. The below correspond to the red numbers on the image above.
- 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.
- Click here to jump to a milestone such as retirement.
- Use the + signs to see the detail comprising a category total and the - signs to hide the detail.
- Use the < and > buttons to scroll forward or backward 1 year at a time.
- Use the scroll bar at the bottom to scroll as far forward or backward as you'd like.
- Hover your mouse over any number to see the earnings, contributions and distributions from that account in that year.