Планирование FamilyFunds

Emergency Fund — liquid savings to cover unexpected expenses without selling investments. Target: 3–6 months of essential expenses. Mark your cash or HISA accounts as EF sources below.

Target Configuration

Preset: or

Custom months:

Dollar target: $

Monthly expenses: $0/mo. If Dollar Target is non-zero it overrides the months calculation.

Emergency Fund Sources

Check each asset that you want counted toward your Emergency Fund. Typically: HISA, savings accounts, and short-term GICs.

Account	Type	Balance	Count as EF
No assets yet — add assets in the Assets tab first.

USD → CAD Conversion

If part of your emergency fund is held in USD, enter the amount and exchange rate below. The CAD equivalent will be added to your EF Available total and included in Family Analytics and other services.

USD Amount: $

Rate (USD/CAD):

$0.00 CAD

Coverage Summary

EF Available

EF Target

$—

Months Covered

0.0

target: 6 months

Funded

Планирование FamilyFunds — Саббатикал и коридор до пенсии

FamilyFunds Access