Create a Profile of yourself or someone else.
Moneypuzzle uses this to estimate current assets and debts, income and expenses.
Update these estimates by clicking the
Current tab.
Set up and edit financial plans by clicking the
Plan tab.
These plans should include a default option plus alternatives.
View assets and debts, income and expenses over time by clicking the
Plan tab.
Set up and edit financial goals by clicking the
Goal tab.
Assess the extent to which the plans are likely to meet the goals.
Examine future assets and debts by clicking the
Future tab.