Microsoft Money

Make a quick change to the lifetime plan

If you have a change in your life, such as the purchase of a new car, you may want to update your lifetime plan without reviewing all of it.

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1. Click Planning.
2. Click Planning Tools, and then click Lifetime Planner.
3. In the left pane, click Results, and then click Comparing Plans.
4. Click Edit Current Plan in the lower-right corner of the screen.
5. Review the list of life events, and then click the one that describes your situation.
6. Make your changes, and then click Done.

Set a lifetime plan as a baseline plan

About the Lifetime Planner