FAQ
Frequently Asked Questions (FAQ) about the Discovery Phase
- FAQ: Where Do I Add Cottage/Vacation Property Expenses?
- FAQ: What does "Structure Only, Ignore Land Value" Mean?
- FAQ: How Do I Remove a Spouse From a Plan (Separation, Divorce, Death)?
- FAQ: How Would You Capture Employee/Employer Matching Contributions to an RRSP?
- FAQ: Where Do I Include an RRSP Refund in My Income?
- FAQ: How Do I Add Employer Contributions to a Group RRSP?
- FAQ: How To Calculate Minimum RRIF Withdrawal Percentage Based on Younger Spouse's Age?
- FAQ: What Does it Indicate When the Person Icon is Grey?
- FAQ: How to Include a RDSP in Adviice
- FAQ: How Do I Turn Help Videos Off?
- FAQ: How do I Add a Shareholder Loan to a Corporation?
- FAQ: When the Platform Rolls Over to a New Year Does Discovery Income/Expenses Increase with Inflation?
- FAQ: How Do I Model a Rental Property I Personally Use?
- FAQ: Where Do I Add a Pre-Existing CPP Survivor Benefit?
- FAQ: Why Are CPP Estimates Lower for Partner?
- FAQ: Can I Add a Second 2FA to My Account?
- FAQ: How Do I Get Rid of Missing Deductions Error in the Cash Flow Section
- FAQ: If I Am Currently Collecting a CPP Survivor Benefit, How Do I Include it On the Platform?
- FAQ: How to Change an Incorrect Birthday
- FAQ: Why Am I Unable to Enter my Spouse's Income