Friday, December 20, 2013

Plan for Both Spouses

2:38 PM


I tried creating two files (for my wife and myself) and requested combined calculations in both files. 

However when I try and get a report it appears I am doing something wrong. 

After a calculation I see the projections are using my numbers but the reports I can see either ignore all of my wife's assets.


If you select a combined calculation for both spouse, it creates a new file. It does not pick up another file created in the File Manager and make it the spouse file.

You enter your spouse's data by selecting to include your spouse in your plan in 'General Information' on the Forecast page.


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