Editing Values on the Planning page

On the Planning page, values that can be clicked are displayed in blue and purple font. Clicking values allows you to edit them within a pop-up window or opens further information (Estate Before Tax and Net Worth values).

1

Which values are editable?

Examples of values that can be edited are Base Expenses, Additional Expenses, Incomes, Contributions and Withdrawals, Rates of Return, and Debt Payments.

To help you distinguish between positive and negative values on the Individual Planning pages,  negative values are displayed in purple and positive values in blue. Once edited, most values will have a yellow background to highlight you have overridden the default value determined by Snap.  

Can't find editable values?

Most edits will be done on the Individual Planning pages, not the Combined Planning page. The exception is Expenses (Base and Additional) unless an Advanced Setting has been used.

If you don't see editable values in a certain section on the Individual Planning page, try expanding the section using the right arrow icon in the Column Header.

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2

Editing Contributions or Withdrawals (Individual Planning page only)

On the Individual Planning page (not Combined), make sure the Financial Assets section is expanded by clicking the right arrow icon in the section header. Then click the blue value under the Contribution/Withdrawal column for the desired account. In the pop-up window, enter a positive amount for a contribution or a negative amount for a withdrawal, copy it down until a desired age, and index it at a specified percentage. To activate the entries, click the blue checkbox and run the scenario.

If you have trouble opening the pop-up window, move the mouse until the pointer is in the shape of a pointing finger before you click the mouse. If the pointer shows a grabbing hand, clicking the mouse will only allow you to highlight the value or drag the page up/down or left/right.


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3

Editing the Base Expenses (Combined Planning page for a couple)

You can edit Base Expenses in any year after the CFM Start Age. In this example, we'll reduce the couple's base expenses at age 75.

First, ensure the Expenses section on the Combined Planning page is expanded by clicking the right arrow icon in the column header. Then go to age 75 and click the Base Expenses value to open the pop-up window and enter a reduced amount, check the box to Copy down until age, and click the blue check mark. Lastly, run the scenario to update the calculations.


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