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Scenario Settings

Learn about default settings and how to make updates.

  • Taxable Income and Portfolio Settings
  • Net Cash Flow, Cash Balance, and Cash Account Settings
  • Unused RRSP or TFSA Contribution Room
  • RRIF and LIF Withdrawal Schedule
  • Search for Clients or Show all Clients
  • Editing Original Scenario Details (Client Information, Province, Retirement Age, Inflation, and Rates of Return)
  • How to Change the Adjusted Cost Base (ACB) of a Capital Asset
  • Starting the Projections in the Next Year
  • How to Change the End Date of Projections
  • How to Change the Retirement Age Setting
  • Pension Income Splitting (Automatic)
  • After-tax Spending: Total for the couple or individual entry for client and spouse
  • Advanced Setting: Enable Indexing of Real After-tax Spending (ATS)

Categories

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