Hi guys I'm a new online user and I've spent a few days going through Bill Hines book and entering all my financial data. I understand that Pralana is designed to give me a template for the future to make withdrawals, move money etc. Problem is I've already taken some tax gain harvesting from my stocks this year and because of that I can't get my balances and taxes correct for this year. I believe from what I've read on the forums there is no ability to model individual stock sales. If so does anyone have a workaround to tweak the numbers to get them accurate for this year without rippling through all successive years. FYI the proceeds are still in the same account as cash. The realized capital gains are fairly close in percentage to what I've entered in my initial balances on the Taxable Accounts page.
Thanks!
Start with you start of year balance and use the Scheduled Withdrawal Table to move assets from Taxable to Cash. That realizes the capital gains.
