Drop in the exports from your bank, credit cards and investment accounts. See what comes in, where it goes and what you keep, with transfers between your own accounts taken out so nothing counts twice.
What was taxed and withheld, how your savings are taxed, and the earnings Social Security has on record. Built from pay stubs, W-2s and your Social Security statement.
What your investments are worth, what it takes to stop working, and when you could. Built from your own statements, or numbers you type in.
Most banks and cards have Download or Export on the transactions page. Pick CSV, or "Quicken / QFX" if offered. A year of each account gives the best picture.
For investment accounts, add the activity export and the monthly statement PDFs. The statements name the account and give its value.