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pension

Jan 11, 2014 09:09AM EST

Can I add a monthly pension income to my retirement planning?

HelloWallet Support Answer

Jan 13, 2014 09:45AM EST
Holly
HelloWallet Support

For the time being, please create a manual account to manage the estimated sum of your pension and help you plan for retirement. Go to Accounts > + Add Account > + Manual Account > Investment > Account Sub-type = Pension.

Additionally, we are soon to release a huge update to our Retirement Guidance which will better incorporate the pension for planning purposes. Keep your eyes peeled!

HelloWallet Support Answer

Jan 21, 2014 02:08PM EST
Holly
HelloWallet Support

You can now add a pension in the new Retirement Guidance sequence to help with your retirement planning. However, this will not reflect in your other connected accounts, so if you have a manual account added for your pension, feel free to keep it for the time being.

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