Accounts
Enter your investment and savings accounts. Check Tax-deferred for an IRA or 401(k), Roth for a Roth account, or neither for a taxable account. What you type is kept in this browser on this device as you go. To keep it beyond that, save it to a file (below).
This browser would not save your accounts, so they will be lost when you leave the page.
Household
Expected returns
The yearly rates the plan assumes, before taxes. Each starts at its default, muted, and changes when you type. They also appear under Assumptions on the planner page.
Your accounts
Starting balances
Save
Keep it in a file
Save to file downloads accounts.json. Put it at
data/accounts.json in the RothPlanner folder and this page will
load it on its own next time this browser has nothing saved. That folder is
never committed to git, because the file holds your balances.
Load from file reads a file you pick.