Updating your plan (and how often)
Last updated November 3, 2026
Every edit in a plan section recalculates and saves on its own. Checking your balances once a quarter is enough.
We save a moment after you stop typing, so it doesn't save on every keystroke. There's a Save button if you'd rather not wait. The page tells you when the save has gone through.
A quarter is the right rhythm. Markets move faster than that, but your plan doesn't. Reading a new number every week tends to make people act on noise.
Come back sooner when something changes. That could be a raise, a new account, a move, a change in what you spend, or a decision about when to stop working.
Each account's History lets you record a balance by hand, including one dated in the past. That's useful if you're entering history you already have. We don't connect to your accounts, so balances change only when you change them.