Troubleshoot forecasts in the Lifetime Planner

Why doesn't my Lifetime Plan change when I change my budget?

The Lifetime Planner forecast is based on values in the Lifetime Planner, not the Advanced Budget (The Advanced Budget option in Money gives you more detail and long-term planning tools. You can break your expenses into categories and subcategories, set up and access multiple budgets, track irregular or one-time expenses, reallocate funds from one budget category to another, and set savings goals. ) . To change your Lifetime Plan, change numbers in the Lifetime Planner. There are, however, a couple of exceptions. On the Income and Expenses pages of the Lifetime Planner, you can link to the values set up in your budget. If you choose to link these values, your Lifetime Plan will reflect changes in your short-term budget.

Why are my Lifetime Plan results much larger or smaller than I expected?

The Show effects of inflation check box might be cleared. This check box appears on the Bottom line page of the Lifetime Planner. Try selecting it to show the effects of inflation. For information about troubleshooting inflation, see Troubleshoot taxes and inflation in the Lifetime Planner

Why doesn't my Lifetime Plan improve when I reduce my expenses?

By default, Money assumes that you'll save none of your surplus monthly income. In addition, your forecast takes into account how much you save each month. If you reduce your expenses in one category, such as dining out, the forecast assumes you'll spend these savings on something else. If you actually plan to save more, on the Tools menu, click Settings, and then click Planner settings. Under Sweep, enter the percentage of your excess income you think you'll save, and then click OK.

Related topics

About the Living Expenses forecast chart in the Lifetime Planner

About the Living Expense Reductions forecast in the Lifetime Planner

About the Withdrawals from Savings forecast chart in the Lifetime Planner

About the Advanced Budget

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