Your action items

Your action items is the last link in the left-hand list, under For you, below the pages for the open scenario. The number beside it is how many items are still open; a green tick means there’s nothing to do.

What’s on it

Everything the planner still needs from you: breaking down living expenses, decisions only you can make (when to claim Social Security, when Reynald’s pension starts), keeping balances current, and the yearly Social Security statements. Items that aren’t due yet are listed under Later.

Each item says why it matters, gives the steps, and has a Go there → button that opens the page where you do it. Items done outside the planner, on Social Security’s or GitHub’s site for example, have a button that opens that site in a new tab.

How items get ticked off

• Items marked checks itself tick off on their own as soon as the planner can see they’re done: for example, when no living expenses are left to break out, or when Reynald has signed in. Two of them, account balances and the Social Security statements, reopen when they’re due again.
• The others have a Done box.

What you do to tick one off:

1. Open Your action items.
2. Tick Done on the item.

The tick saves on its own and shows for both of you. Untick it to put the item back on the list.