What is the MoneyReady App, and where can I see its features?
Where to find it: Homepage → Features; side menu → eBook
The MoneyReady App is a Canadian financial-planning web app. Enter a household’s finances and assumptions, then use TIME MACHINE to project cash flows, taxes, account balances and the after-tax legacy year by year. You can change inputs and compare scenarios.
Its tools include withdrawal and CPP/QPP optimization, CHOOSE YOUR LEGACY spending calculations, parameter scans, market simulations, account rebalancing and portfolio optimization. Availability depends on your access and the information entered in your scenario.
The homepage gives a feature overview. This introductory blog post provides a brief explanation. Once logged in, open the HTML eBook from the side menu for the full manual; the PDF eBook is also available.