Scenario Settings
Learn about default settings and how to make updates.
- Search for Clients or Show all Clients
- Editing Original Scenario Details (Client Information, Province, Retirement Age, Inflation, and Rates of Return)
- Taxable Income and Portfolio Settings
- Net Cash Flow and Cash Balance Settings
- Unused RRSP or TFSA Contribution Room
- RRIF and LIF Withdrawal Schedule
- How to Change the Adjusted Cost Base (ACB) of a Financial 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)
- Taxable Benefits, Tax Credits, and Deductions
- How to Model Self-Employed Clients (Sole Proprietorships or Partnerships)
- Advanced Option: Total expenses for the couple or individual entry for client and spouse
- Advanced Option: Enable Indexing of Base Expenses in Real Dollars