Income Analysis - Advanced Options

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. This is your Baseline.

All options within your Baseline scenario will be greyed out. This is for comparison purposes only

You will need to create additional scenarios to use to compare against each and your baseline scenario.

Change any input made in the Income analysis journey:

  • Goal Details
  • Charges
  • Plans
  • Other Incomes
  • Savings Accounts
  • Income Requirements
  • Annuity
  • Income Hierarchy

See article: Income Analysis - Advanced Options - Creating Scenarios for further information.