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Because the financial software is Excel based, you can use its built in Goal Seek function to perform all What if scenarios that all other financial plan software can do, plus much more. If the site is hard to navigate, then youre probably trying to find a page meant for another audience. If so, then its easiest to use the. You can also press Control F on any page, and then input the text youre interested in e. Also, using a search engine like this helps too input with the quotes toolsformoney. This is the Tools for Money home pageControl D adds it into your Favorites. Whats New and Coming Next Brief Financial Planning Software Descriptions. 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Input contributions withdrawals, and return assumptions for each investment or asset class, and then see 7. Current vs. Proposed allocation mixes.