Lifetime Planner, 1st year shown is YTD(?)


Using Lifetime Planner. Love this. …but on the Plan:Reults graph of "Account Balances", why does the Summary for 2024 bar, show a YTD salary, and every year after that it shows a correct annual estimated figure?

Thanks in advance.


  • Chris_QPW
    Chris_QPW Member ✭✭✭✭

    Because the Lifetime planner like the projected balance graph always starts from today. It never includes anything in the past.

    This is one of the things that I wish was a feature of the Lifetime Planner, the ability to see past performance of your "guesses" vs what really happened.

    This is my website:
  • tho323
    tho323 Member ✭✭

    Ah, that makes sense, what I am seeing - we're in June so I guess the amount that I am seeing, is as as you point out this year's forecast/remaining salary. That bar is going to get shorter as the year progresses, then. Seem like it should show the full values (YTD received and Forecast) for the current year.
    Thanks for the prompt reply.