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What information is shared among scenarios?
What information is shared among scenarios?

This article explains which fields are shared between scenarios.

Nancy Gates avatar
Written by Nancy Gates
Updated over a week ago

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
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