Plans & Projections
Build a forecast of future net worth, cash flow and tax.
- 1How do I create a plan?Start a plan from the Plans page and meet the nine-step setup wizard.Updated 22 Jul 2026
- 2How do I set my profile and life milestones?Set your age and retirement, then add life events, and model a home, vehicle or market crash.Updated 22 Jul 2026
- 3How do I add income, expenses and assumptions?Enter what comes in and goes out, and the return assumptions behind the forecast.Updated 22 Jul 2026
- 4How do I set investments, real assets and withdrawals?Decide where surplus is invested, add real assets, and set up withdrawals (SWP).Updated 22 Jul 2026
- 5How do I review and run my projection?Check the surplus summary, confirm your commitments, and run the projection.Updated 22 Jul 2026
- 6How do I read my net-worth projection chart?Read the projection chart, the market-range band, the toggles, and the plan solvers.Updated 22 Jul 2026
- 7How do I read my cash flow?Trace where every rupee goes with the cash-flow Sankey.Updated 22 Jul 2026
- 8How do I read my tax analytics?See your effective rate, lifetime tax, and the year-by-year tax breakdown.Updated 22 Jul 2026