Review cash flow in the Lifetime Planner
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A good reality check for your plans is to make sure you're not saving so much money that you won't have enough left over to pay for day-to-day expenses. You also want to have some cash in reserve for emergencies. You can review your cash flow in the Planner.
- Click the Planning tab.
- Click the Lifetime Planner button.
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- To check your cash flow for a specific year, double-click that year in the Account Balances graph.