Track a retirement, education or health plan

Retirement, education and health plans each have their own tab in Investments. This guide shows how to add one and keep it current.

Add a plan

On the Advanced plan, connect the plan’s institution and Paiso adds it for you. See Connect your finances.

To add a plan by hand on any plan:

1. Open Settings, then Accounts, and add an account.
2. Under Account Type, choose Retirement, Education or Health.
3. Under Sub-type, choose the kind of plan, for example Roth IRA. Health accounts skip this step.
4. Enter a name and save.

The plan now appears in its tab.

Keep a hand-kept plan current

A plan’s value is the funds in it.

• Funds with a ticker. Open Investments, then Stocks & Funds, select Add holding, choose the plan under Account, and enter the ticker and your shares. Paiso prices these at market value.
• Funds without a ticker. Many workplace plans hold funds with no public ticker. Open the plan in its tab and enter their combined value under Other funds. Paiso marks the plan as out of date after 30 days, so you know when to update it.

On the Advanced plan, Paiso imports the plan’s holdings and values the ones with a ticker at live prices.

Compare plans

The Performance chart at the top of each tab draws all your plans of that kind together. Select the compare button on a plan’s row to add that plan to the chart as its own line.