Edit or Add Scenario

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Delete Current Scenario
Within the structured income plan you can delete current scenarios. Below is a step-by-step guide for deleting a current scenario.   Step 1: Edit: Click on the green Edit button underneath the Structured Income Planning sub-heading. ...
Renaming a Current Scenario
Within the structured income plan you can rename a current scenario to a unique title. Below is a step-by-step guide for renaming a current scenario. Step 1: Edit: Click on the green Edit button underneath the Structured Income Planning sub...
Create New Scenario As
Within the structured income plan you can create a new scenario by replicating the accounts and incomes from previous scenarios under the create new scenario function.   Step 1: Edit: Click on the green Edit button underneath the Structured...
Replicate a Current Scenario As
Within the structured income plan you can replicate and rename a current scenario to a unique title. Below is a step-by-step guide for replicating and renaming a current scenario. Step 1: Edit: Click on the green Edit button underneath the ...
Changing the Order of the Account and Incomes on the Structured Income Planning Page
Within the structured income plan you can change the order of the accounts and income that are shown.   Below is a step-by-step guide for changing the order of the accounts and income on the structured income plan.   Step 1: Edit: Click on ...
Replicating a Current Individual Account and Income Item
Under the manage scenario page you can replicate current accounts and incomes that are being used in the current scenarios you are viewing. Below are the step-by-step guidelines for this option.   Step 1: Pick the Account: Under the account...
The Common Button on the Manage Scenario Page
The function of the common button on the manage scenario page is to add an existing account, income, target, and/or tax from another scenario into the current scenario you are working in. When you add the new items into the current scenario and y...
The Replicate Button on the Manage Scenario Page
The function of the replicate button on the manage scenario page is to replicate/copy an existing account, income, target, and/or tax from another scenario into the current scenario you are working in. When you add the new items into the current ...
The New Button Function on the Manage Scenario Page
Under the manage scenario page underneath the edit or add scenario subsection, you can add a new account and income into the structured income plan. Below are the step by step guidelines for adding  an account and/or income from the manage scenar...
Replicating an Existing Account and Income Item
Within the structured income plan, you can replicate/copy an individual account and income from the manage scenario page. Below is a step-by-step guide for replicating/copy and individual account and/or income.   Step 1: Edit: Click on the ...
Removing an Individual Item on the Manage Scenario Page
Within the structured income plan, you can remove an individual account, income, target, and tax from the manage scenario page. Below is a step-by-step guide for removing an individual item.   Step 1: Edit: Click on the green Edit button un...