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.
If you would like to reduce the balance of any of your accounts in a scenario, we suggest modeling a Disbursement.
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.
My Plan > Profile and Goals
Which fields are shared in Basic Info?
Having a spouse and their birthdate
