Income Analysis - Advanced Options - Creating Scenarios

This article is a continuation of Income Analysis - Advanced Options

Add a new scenario by selecting + New

Name the new scenario and click OK

This will copy the original scenarios details, ready to modify.

Change any input made in the Income analysis journey:

  • Goal Details
  • Charges
  • Plans
  • Other Incomes
  • Savings Accounts
  • Income Requirements
  • Annuity
  • Income Hierarchy

Additional scenarios can be created through the + New button. 

View the additional scenarios through the dropdown:

See next article Income Analysis - Advanced Options - Editing Scenarios