Helps

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user.account_allocations Account asset allocation
user.wealthica_ignored Accounts and Loans ignored from Wealthica
user.add_loan Add a loan
user.add_client Add client
user.add_account Add/Edit Account
user.rdsp Add/Edit an RDSP
user.add_child Add/Edit children
user.add_expense Add/Edit Expenses
user.add_income_ccpc Add/Edit Income
user.add_income Add/Edit Income
user.add_cpp Add/Edit OAS and CPP/QPP
user.add_property Add/Edit Real Estate Properties
user.add_saving Add/Edit regular or lump-sum Saving/Withdrawal to/from account
user.rental_income Add/Edit Rental
user.add_revenue Add/Edit revenue
user.add_ccpc Add/Edit small business (CCPC)
user.future_property Add Future Real Estate Property
user.add_investment2 Add Investment
user.edit_profileTM_client Additional information
user.edit_profileTM Additional information for the time machine
user.add_rate Add rate
user.amortize Amortize Loan
user.edit_cash Cash Investment
user.edit_ccpc CCPC notional accounts
user.time_machine_ccpc CCPC TIME MACHINE results
user.advisor_change_rates Change expected returns by their asset classes for all investments in all client accounts.
user.change_rates Change expected returns for all investments by their asset classes
user.change_rates_account Change expected returns for all investments in this account by their asset classes.
user.time_machine_legacy_review Choose your legacy
user.list_clients Client list
user.edit_loan_CMHC-FTHBI CMHC First Time Home Buyer Incentive
user.scan_confirm Confirm SCAN parameters
user.copy_account Copy account to client
user.merge_accounts Copying and merging accounts
user.edit_cpp_table CPP/QPP Table
user.edit_loan_CC Credit card
user.pension_income Defined Benefit Pension Plan
user.dcpp Defined Contribution Pension Plan (DCPP), Pooled Registered Pension Plan (PRPP) or Deferred Profit Sharing Plan (DPSP)
user.add_dependent Dependents
user.time_machine_years Detailed cash-flow report
user.list_distributions Distributions
user.edit_allocation Edit allocation
user.annuity_income Edit Annuity income
user.edit_investment Edit Investment
user.edit_profile Edit Profile
user.edit_investment_option Employee Stock Options
user.fhsa FHSA: Tax-free First Home Savings Account
user.account_allocations_future Future account allocations
user.hbp Home Buyer's Plan
oauth.wealthica_link_investments Identify previously entered accounts, investments and loans
oauth.wealthica_link_loans Identify previously entered accounts, investments and loans
oauth.wealthica_link_accounts Identify previously entered accounts, investments and loans
user.list_incomes Incomes
user.rdsp_years Information required to determine potential carry-forward grants and bonds
user.list_investments Investments
user.list_deleted_investments_entries Investments present in saved scenarios
user.joint Joint accounts
user.lifeevents LIFE EVENTS
user.list_insurance Life Insurance Policies
user.edit_loan_INTONLY Line of credit
user.lira LIRA/LRSP/LIF/LRIF
user.list_accounts List Accounts
user.list_loans List all loans
user.list_allocations List allocations
user.list_client_accounts List Client Investment Accounts
user.list_properties List of Real-Estate Properties
user.stop_loan2 Loan Modification and Prepayments
user.add_senior Low income seniors
user.stressting Market crashes
user.market Market simulations
user.edit_investment_allocation Mixed invesment allocation
user.simulation_results Monte Carlo simulation results
user.other_income Other Income
user.list_leaves Parental leaves
user.permanent_insurance Permanent insurance Illustration
user.portfolio_optimization Portfolio optimization
user.preferences PREFERENCES
user.advisorpreferences PREFERENCES
user.spousal_loan Prescribed-rate loan for funding spouse account
user.proptaxtable Property tax deferral loan
user.proptaxloan Property Tax Deferral Loan
quicktt.userquick Quick Entry Form
quicktt.advisor Quick Entry Form
user.list_rates Rates, Yields and Currencies
user.rebalance Rebalance
user.f_resp Registered Education Savings Plan (RESP)
user.renew_rate Renew rate
user.time_machine_inputs Report
user.resp RESP
user.list_all_investments_entries Review and Update all Investments
user.time_machine_review Review data and run the TIME MACHINE
user.rrsp RRSP/RRIF
user.saved_runs Saved TIME MACHINE results
user.save_run Save TIME MACHINE results
user.scan_runs SCAN runs
aibp.query_index Search all the MoneyReady documentation with OpenAI
user.change_rates_long Set Long-Term expected rates of return by asset class
user.get_prioritieslimits Set Priorities and Limits for Deposits and Withdrawals
user.setup_scan Set up SCAN
user.quicktt Simple retirement calculator.
user.quicktt_new Simple retirement calculator.
user.simulation Simulation
user.cashflow Summary cash-flow report
user.taxcalculator Tax estimator
user.edit_loan_AMORT-FC Term loan - Fixed rate - Closed
user.edit_loan_AMORT-FO Term loan - Fixed rate - Open
user.edit_loan_AMORT-VC Term loan - Variable rate - Closed
user.edit_loan_AMORT-VO Term loan - Variable rate - Open
user.user_dashboard The Dashboard
user.advisor_dashboard The Dashboard
user.user_dashboard_client The Dashboard
user.VPWcalculator The MRA's Variable Percent Withdrawal Calculation
user.time_machine Time Table
user.TMVcalculator Time Value of Money Calculator
auth.two_factor_setup Two factor authentication
user.file_update Update investments using a spreadsheet
user.ira U.S. Individual Retirement Arrangements
user.add_ssa U.S. Social security
user.edit_ssa_table U.S. Social Security Table
user.time_machine_year Year report
user.princ_resolve Years for which the principal residence exemption is applicable to a property