Annual portfolio updating in Pralana Online

Questions and Discussion Relative to Pralana Online's "Build" Features

Last Post by Robert 3 days ago

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Robert

(@lancaster22)

Active Member

Joined: 4 years ago

Posts: 2

Topic starter October 16, 2025 9:38 am

My understanding is that once I have account balances for December 31, 2025, I should update my Pralana plan. What is the process for this? Other than updating account balances, what else needs to be changed?

For example, do I need to tell Pralana that it is now 2026? Do I need to enter new ages for myself and my spouse? Do I need to enter new social security income to take into account yearly CPI adjustments? What else needs to be updated?

Do you make a backup on December 31 to save the year end numbers?

Is there a help guide for this process?

Thanks!

(I originally posted this on Pralana Gold message board by mistake. 😲 Question was with regards to Pralana Online)

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