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Working with Scenarios

Learn how to run a sustainable scenario and modify your projections.

  • Base Expenses (recurring annual expenses such as groceries, transportation, etc.)
  • Additional Expenses (Vehicles, Travel, Renovations, etc.)
  • Editing Values on the Planning page
  • Recommendations
  • Running a Sustainable Scenario
  • Scenarios including a spouse
  • Randomized Scenarios
  • Historical Scenarios
  • Adjusting Rates of Return and Asset Mix Throughout the Projections
  • Rebase a Scenario in New Year
  • Advisor Notes
  • Copying Scenarios
  • Renaming Scenarios
  • Comparing Scenarios
  • Compare Scenarios Definitions and Use Cases
  • Move or Transfer or Copy an Asset to the Spouse
  • Creating an Optimal Financial Plan
  • Plan Review Checklist

Categories

  • Start Here
  • Webinars
  • What's New?
  • Definitions and Assumptions
  • Scenario Settings
  • Income (including Gov't Benefits)
  • Assets and Debts
  • Contributions and Withdrawals
  • Working with Scenarios
  • Client Reports
  • Corporations and Businesses
  • Insurance
  • Additional Features
  • General FAQs
  • Account Management
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