5. Getting the Big Picture a Snapshot at a Time
What You’ll Do
Analyze your Investments and Retirement Information
Analyze Investment and Retirement Account Summaries
Analyze Investment and Retirement Performance
Analyze Your Property and Debt
Introduction
All of your accounts are grouped into account types and housed in account centers: Cash Flow, Investing, and Property & Debt. The Cash Flow Center contains all your spending (checking), savings, and credit card accounts. In addition, your bills and scheduled transactions are housed in the Cash Flow Center. The Investing Center contains all your investment and retirement accounts. The last account center, the Property & Debt Center, ...
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