FAQ
Frequently Asked Questions (FAQ) about the Discovery Phase
- FAQ: How to Switch from a Monthly to Annual Subscription
- FAQ: How to Enter Income as a Retiree?
- FAQ: What is the difference between TFSA Contributions and TFSA Savings Contributions?
- FAQ: How Do I Get Rid of 'Missing Gross Income on the Cash Flow Diagram?
- Rental Property Expenses
- FAQ: Why doesn't the platform stop employment income at our retirement date?
- FAQ: Where do I Enter Investment Withdrawals in the Income Section?
- FAQ: How Do I Add My Spouse to My Plan?
- FAQ: Can I Input CPP Estimates Instead of the Year-By-Year CRA Data?
- FAQ: Where Do I Add Future Expenses like a New Car or Roof Replacement?
- FAQ: How to fill in Income Section in Discovery if I have no Employment Income
- FAQ: Why is the Overview Still Showing Incomplete Sections?
- FAQ: How Do I Model Different Retirement Ages Between Spouses?
- FAQ: How Do I Add Joint Accounts?
- FAQ: Why Am I Getting a Warning for Incomplete Expenses?
- FAQ: How Do I Add Multiple Pensions To My Plan?
- FAQ: Do I Have to Enter Start-of-the-Year Values for Investment Accounts?
- FAQ: Does Adviice Work for Quebec Residents?
- FAQ: Where Do I Enter CPP/OAS Income If I'm Already Receiving Benefits?
- FAQ: Can I Pause My Subscription?