Support: Guides, Videos & FAQs

Whether you’re just getting started or diving deep into your finances, we’re here to help. Search below or click on one of the videos or links below.

Intro Video

Ready to map out your financial future? Start by watching this quick video guide.

Income Video

Enter your income including, if applicable, child support, spousal support, pensions, and Social Security.

Expense Video

Based on your income and monthly savings, we estimate your expenses. Correct them and enter any costs we haven't considered.

Accounts Video

Here is where to list the things you own: savings, investments, retirement accounts, real estate, and significant collections.

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Getting Started with OnTrajectory

Basic Assumptions
Income, Expenses, Accounts, and Taxes

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Modeling Income

Raises and Inflation
Income Tax

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Modeling Expenses

Indefinitely Recurring Expenses
Expenses that Begin and End

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Modeling Accounts, Contributions, and Withdrawals

Account Properties
Contributions to an Account

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Modeling Taxes

Taxes on Accounts & Income
Automatically Calculate Tax Rates

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Modeling Home Equity

Entering Loan/Mortgage Information
Making Extra-Payments

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Dealing with Debt

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Optimizing Withdrawals

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Adding a Spouse/Owner

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Tracking Progress & Linking Accounts

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Setting Goals

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Creating & Managing Scenarios

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Monte Carlo & Historical Analysis

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View Output Data

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Alerts

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Optimize Spending

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What-If Analysis

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Chart Elements and Settings

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Stress Test

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