Reallocating Investments

1. On the Investments tab, click on the monthly forecast cell that holds the funds for reallocation.

2. Delete the value.

3. Decide where the fund will be reallocated to:

   • If the amount is to be invested at the same line item but in a different month: click on the monthly forecast cell of the month the investment is expected to take place

   • If the amount is to be reallocated to another line item: add the fund in the row of the line item in the appropriate month column.

4. Input the reallocated value.

You have reallocated an investment amount.