In the output reports, EsPlanner exlcudes regular assets such as non-retirement investments from the calculated net worth.
Why is that? It seems counter intuitive.
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I don't think that should be. What are you seeing excluded? Are you referring to Net Worth on the inputs pages or the net worth report?
Net worth report in Excel has the following columns (E - K)
- housing equity
- reserve fund
- husband's retirement accounts
- wife's retirement accounts
- real estate equity
- 529 plans
- net worth
Looks to me as though regular assets are missing.
I just ran two cases -- married and single -- and don't see this. Regular assets show up in the first column. Can you call me to discuss. 617 834-2148. thanks, Best, Larry
Actually, don't call. Just scroll to the left. It's there. You must be partnered. It opens up in Excel with the scroll bar not left justified. best, Larry