Retired. Precisely where are my $ going?

Gmo

Retired and now withdrawing from investment to supplement income, as planned. Rather new to me figuring out just how to do this. Terry Savage's column recommended Quicken Simplify so am giving it a try. Very basic: I know how much is coming in, must budget where it is going to adjustment income, if necessary. Giving it a 2024 trial.

DannyB

Hi @Gmo Welcome to Simplifi.

I’m also retired, and I’ve been using Simplifi for the past 2 years and have found it to be a great, straight forward tool to keep track of things.

I especially find the Spending Plan to be helpful for what you describe, "I know how much is coming in, must budget where it is going to adjustment income, if necessary."

As you get set up and if you have any questions don't hesitate to ask the community.