How to Extract Cash Flow Data from MoneyGuidePro for Asset Dedication Proposals

1. On the desired plan, go to the “What If Worksheet”

2. On the desired scenario, click Details>Average Returns>Combined Details.

3. Highlight the “Portfolio Value Chart” and copy it to your clipboard

4. Open Excel and paste in the chart

5. Add a column to spreadsheet that shows the desired cash flows (contributions – withdrawals) for each year. If you would like us to build the cash flows from specific accounts, please add columns with the names of the accounts up top and list the yearly desired cash flows.

6. Upload the file to the meeting preparation wizard