Thanks for this link. Super valuable! I'm not clear on how it's considering 529s (for you, or for kid[s]?). I wish the "about you" allowed you to add kids and their projected college years into the financial plan.
That is in the Plans section. Are you in the phase of building a 529 or withdrawing from one? Either way, the app supports it and both of them are in the Plans section. In it, you can prioritize your cash outflow to build a 529 or include it as part of your inflow if you are withdrawing from one.
I'm building 529 balances for two kids, and I have future "school" dates for both, along with expenses for both starting at those future dates. I guess I'm not understanding how it's working in the plan & cashflow, since I'm seeing the cash outflow for the expenses, but I'm not seeing the cash inflow from the 529s (since they're the owners of them)?
The Cash Flow tab is the result of the inputs in Plan, so no inputs needed there. In the Plan tab, lower right, you will see the 'Cash Flow Priorities'. There you enter the details (time span, amount, etc.) of the build up phase. In the 'Income' section you can enter the withdrawal phase on your "school" dates, as cash inflow. You can add each kid their own entries for different withdrawal date span. Under the 'Expenses' tab is where you put the details of the outflow (ie. expenses) during the "school" dates.