Wednesday, July 27, 2016

Files

11:15 AM


Question:

The description of RetireWare refers to limits on the number of "files" each subscription level is entitled to, but I don't see any explanation of what a file is.

I'm guessing it's a comprehensive report based on a single scenario or set of input data.

Answer:

A file represents a record in the database that holds the information of a financial plan for you and your spouse.

With 10 files you can create a few alternative scenarios (different retirement ages, income goals), and you can build plans for other family members or friends and save their information for future retrieval.

When you delete a plan, your file tally goes back up by one. You can access any of your files at will to modify, run or generate a report and this does not affect your limit of 10.

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