Editing Values on the Planning page

When you are on the Planning page, you can edit any blue or purple value.  To help you distinguish between positive and negative values on the screen,  negative numbers are displayed in purple font and positive numbers in blue font. 

If you click on one of these values, a small popup window will appear.

Here you can enter a new value in the popup, copy it down until entered age, and even index it at a specified percentage (just make sure the respective checkboxes are checked). To activate the entries, click the blue checkbox and run the scenario.

This allows you to make efficient changes to inputs such as the After-Tax Spending, Employment Income, and enter specific Contributions or Withdrawals.

Example #1: Enter annual savings in an account

Click the blue value under the Contribution column for the account you wish to enter savings for. Values that are changed in any Contribution column will be highlighted in yellow to indicate that you have overridden the default value determined by Snap.  

To enter a withdrawal from the account, enter a negative value in the pop-up window.  To remove any contributions or withdrawals that are highlighted in yellow, use the Clear override checkbox in the pop-up window. 

Example #2: Edit the Employment Income

For example, you can have a person retire at age 65 and then enter a part-time income of $30,000 from age 65 to 68 for them, with just a few clicks:

Click the blue value in the Employment Income column at the age of 65, enter $30,000, check the box to Copy down until age, enter the age of 68 and click the large blue checkmark.  (You also have the option to index the Employment Income by checking the box and entering a value for Index at X.XX %).

Run the scenario to have a new retirement scenario calculated for you (see below).

You can also index the Employment Income for your client for all years. On the Planning page, click the Employment Income value in the first year, select Index at X.XX%, and copy down to the appropriate age.

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