Helps

View	Header
user.account_allocations	Account asset allocation
user.wealthica_ignored	Accounts and Loans ignored from Wealthica
user.add_account_new	Add Account
user.add_loan	Add a loan
user.add_client	Add client
user.add_expense	Add/Edit Expenses
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.add_revenue	Add/Edit revenue
user.add_ccpc	Add/Edit small business (CCPC)
user.future_property	Add Future Real Estate Property
user.add_income_new	Add Income
user.add_income_ccpc_new	Add Income
user.add_investment2	Add Investment
user.edit_profileTM_client	Additional information
user.edit_profileTM	Additional information for the time machine
user.amortize	Amortize Loan
user.annuity_income	Annuity Income Details
user.edit_cash	Cash Investment
user.ccpc_account	CCPC Investment Account
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.time_machine_legacy_review	Choose your legacy
user.list_clients	Client list
user.scan_confirm	Confirm SCAN parameters
user.copy_account	Copy account to client
user.merge_accounts	Copying and merging accounts
user.pensions	CPP/QPP report
user.edit_cpp_table	CPP/QPP Table
user.edit_loan_CC	Credit card
user.time_machine_year_year	Current-year reports — Year Check-in
user.pension_income	Defined Benefit Pension Plan
user.add_dependent	Dependents
user.time_machine_years	Detailed cash flow report
user.time_machine_years_ytd	Detailed Cash Flow — Year Check-in
user.list_distributions	Distributions
user.edit_allocation	Edit allocation
user.annuity_income_new	Edit Annuity Income
user.pension_income_new	Edit Defined Benefit Pension Income
user.edit_income_new	Edit Income
user.edit_income_ccpc_new	Edit Income
user.edit_investment	Edit Investment
user.other_income_new	Edit Other Income
user.edit_profile	Edit Profile
user.rental_income_new	Edit Rental Income
user.edit_investment_option	Employee Stock Options
user.dcpp_new	Employer retirement plans: DCPP, PRPP, DPSP and GRSP
user.fhsa_new	First Home Savings Account (FHSA)
user.account_allocations_future	Future account allocations
user.hbp	Home Buyer's Plan
user.hsa	HSA: U.S. Health Savings Account
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.checkin	Improve Year Check-in
user.list_incomes	Incomes
user.f_resp_new	Individual and Family Registered Education Savings Plans (RESP)
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.checkin_report	Is the year on track?
user.lifeevents	LIFE EVENTS
user.list_insurance	Life Insurance Policies
user.edit_loan_INTONLY	Line of credit
user.lira_new	LIRA, LRSP, LIF and LRIF
user.list_accounts_new	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.mock	MOCK Account
user.simulation_results	Monte Carlo simulation results
user.nonreg	Non-Registered Account
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.advisor	Quick Entry Form
quicktt.userquick	Quick Entry Form
user.list_rates	Rates, Yields and Currencies
user.rebalance	Rebalance
user.rdsp_new	Registered Disability Savings Plan (RDSP)
user.renew_rate	Renew rate
user.rental_income	Rental Income Property
user.time_machine_inputs	Report
user.review_accounts	Review and Edit Accounts
user.list_all_investments_entries	Review and Update all Investments
user.time_machine_review	Review data and run the TIME MACHINE
user.time_machine.review.new	Review data and run the TIME MACHINE
user.review_loans	Review Loans
user.rrsp_new	RRSP and 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_new	Simple retirement calculator.
user.quicktt	Simple retirement calculator.
user.simulation	Simulation
user.cashflow	Summary cash flow report
user.cashflow_ytd	Summary Cash Flow — Year Check-in
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.tfsa	TFSA account
user.user_dashboard_client	The Dashboard
user.advisor_dashboard	The Dashboard
user.user_dashboard	The Dashboard
user.time_machine	TimeTable
user.time_machine_ytd	TimeTable and Year Check-in
user.TMVcalculator	Time Value of Money Calculator
auth.two_factor_setup	Two factor authentication
user.file_update	Update investments using a spreadsheet
user.ira_new	U.S. Retirement Accounts: IRA, Roth IRA and Roth 401(k)
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