Reallocate investments

Reallocate an investment

1. In the Investments section, click on the monthly forecast cell that holds the funds for reallocation.

2. Make a note of the amount, then delete it.

3. Decide where the funds will be reallocated:

   • To the same line item but in a different month: Click on cell of the month the investment is expected to take place.

   • To a different line item: Click on the cell row in the appropriate month column on the row of the new line item.

4. Enter the same amount you deleted in step 2 to reallocate it.

You have reallocated an investment amount.