How Money calculates items in the lifetime planner
This is a document that used to be provided on the Microsoft Money 98 site, but can no longer be found. Much of it is still relevant in more recent versions of Money.
Keep in mind that this document focuses primarily on calculations for the Lifetime Forecast (in contrast to the Short-Term Forecast). Also, this document does not cover every calculation or rule that the forecast uses.
Due to the document size, it is split into three parts: Part 1
, Part 2
, Part 3