Timeline Help Centre

Cashflow Modelling

A simple guide to help you get the most out of Timeline Planning

Introduction to Timeline Planning: A Next-Gen Financial Planning Tool

How Timeline Planning Differs from Traditional Cashflow Projection Tools

The Impact of Cashflow Tools: Traditional vs. Timeline Planning

Understanding the Timeline Planning Retirement Model

Why Timeline Planning Uses Asset Classes over Fund Data

Explaining the Tools in Timeline Planning

Understanding Lifestyle Definitions and Capacity for Loss in Timeline Planning

Using the 'Compare Plans' Feature in Timeline Planning

Unlock Transparency: Understanding Timeline Calculations with the CSV Feature

Explaining the Charts in Timeline Planning

Explaining the sustainable spending chart

Real example - the sustainable spending chart

Explaining the longevity chart

Real example - the longevity chart

Explaining the balance chart

Explaining the Cashflow chart

Inflation and Withdrawal Rules in Timeline Planning

Withdrawal rules in Timeline Planning_{4 articles}

Inflation in Timeline Planning_{7 articles}

Taxes and modelling

Taxation and modelling for investment accounts_{7 articles}

Taxation and modelling for income sources_{10 articles}

How Timeline Planning calculations work_{11 articles}

Integrations in Timeline Planning

Connecting Your Redtail Account With Timeline

Connecting Your Intelliflo Account

Frequently Asked Questions

What age shall I use?

Shortfall in Lifetime Income

Ongoing Charges Figure (OCF)

How Model Portfolio Centre Works in Timeline Planning

Percentile: what does that mean?

Single Retirement Plan (Merged accumulation / decumulation plans)

Planned Spending / withdrawal at a specific date

How to Use the Merge Clients Feature in Timeline