Question:
Will your product read data from Quicken Home & Business?
I have RRSPs from many sources, stock options from my work, and have to open many different websites to look at all the investments.
Answer:
No, there is no fetching of data from other sites, such as banks, mutual funds, brokerage accounts, etc.
There is no need to enter exact account balances, rather you can enter a close but approximate amount for each type of account (non-registered, registered, TFSA, locked-in), and the program will calculate whether you current funds together with planned savings will be sufficient to fund your retirement.
0 comments:
Post a Comment
Note: Only a member of this blog may post a comment.