financial statement | 1 min

How do I find the Balance Sheet?

Learn how to easily locate the balance sheet for a household.

Last published on: September 03, 2025

Below are the steps on how to find the Balance Sheet page.

Select a household from the main Households dashboard.

2. Select the Balance Sheet icon on the left side navigation menu.

Was this article helpful?

Give feedback about this article

Related Articles

How to enter annuity living benefit values

Learn how to incorporate annuity living benefits into your financial plan and understand how lifetime withdrawal guarantee riders work.
How to enter fixed index annuity and crediting method values

Learn how to enter fixed index annuities and set values for different types of crediting methods
How to Run a Plan Out of Money - Creating a $0 Balance

Learn strategies to effectively manage and deplete financial resources in your plan until a $0 balance is achieved.
What sorts of Incoming Cash Flows should I enter in a plan?

Learn about the types of incoming cash flows to include in your plan.