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This article is a continuation of Income Analysis - Results - Export Charts View the report through the View Report button at the top right of the results screen or click into the Report tab: The report will load on the screen: ...
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This article is a continuation of Income Analysis - Advanced Options - Compare When you have compared the scenarios, pick the preferred scenario by selecting it from the dropdown Once selected it will show (Preferred) in title: This ...
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This article is a continuation of Income Analysis - Advanced Options - Editing Scenarios The three scenarios are now created, we can compare them. Click the Compare button: See next article Income Analysis - Report ...
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This article is a continuation of Income Analysis - Advanced Options - Creating Scenarios Once new scenarios has been created, you can amend the inputs and compare them against each other. In the example below, I will create three scenarios in a...
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In the Advanced Options tab, you are able to set Income Hierarchy. Enabling this option will allow you to define a specific order for withdrawals from your holding or savings account. Click Enable Custom Drawdown Order: Update Dr...
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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...
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This article is a continuation of Income Analysis - Results The Income Value and Fund Value graphs can be exported: Choose the format: The Fund Value graph can also be exported: For further information on Income Analysis researc...
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This article is a continuation of Income Analysis - Results - Export Charts Advanced options allows you to create and compare up to 3 additional scenarios. Advanced Options will show the original income analysis scenario. Change any inpu...
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This article is a continuation of Income Analysis - Other Incomes From Projection An annuity quote will automatically generate when clicking into the Annuity tab. This is an Indicative quote based on the projection: From Provider Quo...
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This article is a continuation of Income Analysis - Other Incomes Once you have completed the Annuity area, Continue to Next Step: The Results screen will load, showing an Income Value Graph. The graph at the top of the page shows if the...