Strategies, guidance, and reports
Use the Annual Action Plan and monitoring baseline
Turn current guidance into reviewable yearly actions, decisions, notes, and guardrails.
When this applies
Use this for current-year planning and monitoring, or preview future/What-if guidance.
Where to enter it
Reports > Annual Action Plan
How to enter it
- Confirm whether the page is a preview or a saved Home-plan monitoring baseline.
- Review priorities, required and recommended actions, liquidity, tax, strategy, and guardrail sections.
- Mark each item open, accepted, declined, deferred, completed, or not applicable and add notes.
- Review changed/new guidance after a refresh and export through the print dialog.
How YARCalc uses it
- The first current-year Home action plan creates its monitoring baseline automatically.
- Future years and What-if plans remain previews until explicitly saved or adopted.
- The plan recommends actions but does not trade or move money.