I thought I should be able to model a future, lump-sum payoff of a 401k loan as a withdrawal from cash with the destination account being my 401k account. But the list of destination accounts doesn't include the specific accounts I created (including my 401k) under Build > Financial Assets > Account Initial Balances > Retirement Accounts. The closest thing it shows are choices for pre-tax and after-tax IRA.
I suppose I could just choose pre-tax IRA as the destination for now and then after I've actually paid off the loan, manually adjust the impacted account balances?
@ckwe You are correct about how to do this: on the Scheduled Withdrawals page, set the source account as either Cash or Taxable and the destination account as your tax-deferred account. It appears that you might be confused on one point about how the tool handles accounts, though. All of your actual accounts in a given category (i.e., taxable, tax-deferred, or tax-free) are lumped together and modeled as a single account.
Stuart
@smatthews51 thanks for the super speedy reply! I kind of thought what you described about lumping related account types is what was happening but the inconsistent labeling of that grouping between screens is what made me second-guess whether that's what was happening (image attached). So I guess "Tax deferred retirement accounts: [name]" group label on the Retirement Accounts setup screen and the "[name]'s IRA (pre-tax)" choice in the Destination Account drop-down on the Scheduled Withdrawal's screen refer to the same group of accounts?
