How do we calculate "How Much You Save Each Year"?

You can use the Retirement Planner to estimate how your retirement savings will increase each year. 

 

If you use the Dashboard Estimates option, we calculate the value of Cash-In transactions minus Cash-Out transactions for your Investment accounts. This number will closely match the value you see in the total cash flow for your Portfolio Performance.

 

This value is recalculated once a month, or if you add or remove an account.

 

You can always uncheck the "Use dashboard estimates" box to customize your savings data.

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