People

Add the adults whose finances you're planning — usually you, and a partner if you have one. Each person's age, retirement date, and life expectancy anchor the entire projection timeline.

What you see

A card for each person, plus an "Add new person" button. Children usually aren't added — model their costs as expenses (and college as a life event) instead.

Screenshot coming soon: The People page with a person card and the add button

The fields that shape your projection

Birthday— the birth year is required and sets the person's current age, which is the projection's starting point. Month and day are optional.
Retirement Age— automatically creates a "Retirement" life event for that person. Incomes and expenses can be anchored to it ("salary ends at retirement"), so changing this age shifts everything tied to it.
Life Expectancy — sets how far into the future the projection runs. Planning to 95 (the default) is deliberately conservative.

Screenshot coming soon: The person edit form with birthday, retirement age, and life expectancy

Good to know

Adding a second person automatically creates a hidden "Joint" owner for shared finances — you'll see it as an owner choice on accounts and cash flows, but not in the people list.
The projection needs a valid birth year before it can render — if the right-hand chart shows an "invalid birth year" message, fix it here.
With two people, the chart's x-axis can show either person's age — pick whose in the chart controls.

Still stuck? Contact support — we read every message.