/finplan:profile¶
View and update your personal financial profile — age, income, employment, marital status, dependents, and spouse info.
Usage¶
Type /finplan:profile optionally followed by an argument.
Arguments¶
| Argument | Description |
|---|---|
(empty) or view |
Display your current profile |
update |
Display profile, then walk through updates |
Profile Fields¶
| Field | Display format |
|---|---|
| Date of birth | YYYY-MM (age) |
| Employment status | Employed, Self-Employed, Retired, etc. |
| Annual pretax income | $XXX,XXX |
| Marital status | Single, Married, Divorced, Widowed |
| Zip code | 5-digit US zip |
| Dependents | Count and ages |
| Spouse | Name, DOB, income, employment (if married) |
Updating¶
When updating, you can change any field. Date of birth only requires month and year (YYYY-MM) — no need to share the exact day.
Info
Always load your state before updating. The command reads your current profile first so nothing is accidentally overwritten.