FAQ
Frequently Asked Questions (FAQ) about the Discovery Phase
- FAQ: What to do if Assets tab is missing an account type?
- FAQ: How to fill in Income Section in Discovery if I have no Employment Income
- FAQ: Why Am I Getting a Warning for Incomplete Expenses?
- FAQ: How to Set Real Estate Appreciation Rate
- FAQ: Who's Asset is My Spousal RRSP?
- FAQ: What Do I Enter for the Non-Registered Adjusted Cost Base (ACB)?
- FAQ: How Do I Delete My Account
- FAQ: Why Is My Defined Benefit Pension Not Showing Up in Cashflow Chart
- FAQ: What Do I Enter for Gross Rental Income?
- FAQ: Where Do I Add Self-Employment Income?
- FAQ: Where to Include a Foreign Government Pension/Accounts?
- FAQ: How Do I Remove a Spouse From a Plan (Separation, Divorce, Death)?
- FAQ: Do I Enter Future Expenses in Today's $s or Future $s?
- FAQ: How Can I Ensure Data & Personal Information Are Safe?
- FAQ: Why Don't I See Any Accounts in the Projection Section?
- FAQ: When the Platform Rolls Over to a New Year Does Discovery Income/Expenses Increase with Inflation?
- FAQ: How Would You Capture Employee/Employer Matching Contributions to an RRSP?
- FAQ: When Creating Snapshots of Expenses/Income Does the System Adjust the Current Day Amounts for Inflation?
- FAQ: Are Group RRSP/DC Pension deductions considered as Pension Contributions?
- FAQ: Why Is The Platform Inflating My Defined Benefit Pension Pre-Retirement?