The software is a forward looking projection engine, moving forward the 1st of each month.

Future transactions such as Transfers, One Time Expenses, and Roth Conversions will be included in your account balance and tax projections until the end of the month selected for the transaction.

Once we move into a subsequent month, past events such as Transfers, One Time Expenses, and Roth Conversions will impact your tax projections, but not your account balances.

If you are using our account linking feature, there is no action required, as your balances will update automatically.

If you are manually updating balances, once an event is past, we recommend adjusting your savings balances.

We don't recommend deleting events once they are past, unless you do not want them accounted for in annual tax projections.