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Customizing Plan Inputs
Customizing Plan Inputs

Customizing the Plan inputs/assumptions

Updated over 2 years ago

You have the option to adjust the inputs that are driving your Plan results & to analyze how those changes affect the results.

  1. Navigate to the Plan results page > click on Customize Inputs

  2. Purple inputs have been provided by the client, orange inputs are provided by TIFIN

    1. You can add income events (i.e. selling a business), or expense events (i.e.buying a new home)

    2. Once you’ve made your changes click “Apply Changes” at the bottom

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