What are Projects?
My Projects is an integrated financial planning tool that provides maximum flexibility for you to
decide how you are going to achieve your financial goals. The tool supports multiple expense projects
(such as trips of a lifetime), with automatic leveling of reserves (savings) required with ability
to increase/decrease those savings on individual months as needed. Once your project is set, everything
is included in your budget month after month to ensure your project is a success.
Projects handles the calculations you can't - even with a calculator
The calculations required to determine the optimal reserves needed over a series of months considering
multiple expense due dates, amounts, with the ability to override reserve calculations on select months
is intense. Let us do the figuring for you
In the example below, we show you how a typical multi-expense project might appear after setup. You can see
how reserves were leveled for you, insuring each expense can be paid on time. You can also see where on
one month, the reserves were overridden and increased with an expected tax refund.