Working with Scenarios
Learn how to run a sustainable scenario and modify your projections.
- Editing Values on the Planning page
- Running a Sustainable Scenario
- Historical Scenarios
- Plan Review Checklist
- Scenarios including a spouse
- Rebase a Scenario in New Year
- Copying Scenarios
- Renaming Scenarios
- Comparing Scenarios
- Expenses (Vehicles, Travel, Renovations, etc.)
- How to Model Self-Employed Clients (Sole Proprietorships or Partnerships)
- How to model commuting a pension
- How to Change the Retirement Age Setting
- Pension Income Splitting (Automatic)
- Pension Income Splitting (Manual)
- Adjusting Rates of Return and Asset Mix Throughout the Projections
- How to Export Projections
- Advisor Notes
- Randomized Scenarios
- Stress Testing Add-on