As of September 29, 2020, Account information is shared across plan scenarios.
This means when you make a change to an account in one scenario, the change will be reflected in all scenarios. This includes retirement accounts, tax-advantaged accounts, after-tax accounts, current real estate, and debt.
My Plan > Accounts and Assets
Which fields are shared in Retirement and Tax-Advantaged Accounts?
Account Name
Account Type
Current Balance
You can change the optimistic and pessimistic rate of return assumptions by scenario.
Which fields are shared in Other Savings Accounts?
Account Name
Current Balance
Tax Treatment
Cost Basis
Account Turnover Rate
You can change the optimistic and pessimistic rate of return assumptions by scenario.
My Plan > Home and Real Estate
Which fields are shared in Primary Residence?
All selections related to your primary residence
Which fields are shared in other real estate do you own?
Name for Property
Property Current Value
Mortgage Balance
Mortgage Rate
You can change the monthly payment assumption by scenario.
My Plan > Debts
Which fields are shared in Debts?
Account Name
Type of Debt
Amount
Interest Rate
You can change the monthly payment assumption by scenario.
