Frequently Asked Questions

Need assistance? RightCapital is here to help! Please use the common questions and answers below to assist you in generating financial plans. For additional assistance use the link to connect with RightCapital's support team at the bottom of the article.

Tips for Searching this Document

1

To search for specific FAQ topics click the table of contents to jump to area of interest

2

Additionally, use the keyboard shortcut Ctrl-F (for PC users) or Command-F (for Mac users) to find FAQ keywords or topics  (Ex. Income)

3

Click the hyperlink to review separate FAQ article devoted the topic of interest

Data Entry FAQ's

Family Profile

Income

Savings

Net Worth

Expenses

Goals

Settings and Assumptions FAQ's

Settings

Assumptions

Models

RightCapital is committed to enabling your success. Each week, we set aside time to cover important updates and host a Q&A with the product team, giving you a direct line of access to the experts behind the curtain. Visit the Upcoming and Most Recent Webinars area to register today!

Also, be sure to check out the Getting started guide and our YouTube channel for more!

For additional assistance within RightCapital please contact Support.