Cash management setting

We have added a ‘Cash management method’ setting that allows for additional options for handling bank accounts and cash. You can still use cash reserve goals to illustrate investment of cash, accumulating cash reserves over time, or changing cash levels during the course of the plan.

In addition, we have added two new settings that allow for assets currently in bank accounts to be treated as cash without having to add a cash reserve goal. You can also choose whether cash or taxable invested assets are spent first when liquidating assets to fund cash flow needs. To determine which setting is best for you, please see this Help Center article.