Analysis and results
Complete a quarterly plan check-in
Confirm what changed, update only affected sections, and keep monitoring current.
When this applies
Use this when the dashboard or optional email says a review is due.
Where to enter it
Dashboard > Quarterly check-in
How to enter it
- Answer whether household, income, accounts, or spending changed.
- Enter simple updates in the guided flow.
- Open each required focused Scenario Editor section and save it.
- Return to review and finish the check-in, or save and exit to resume later.
How YARCalc uses it
- Saved answers can be resumed.
- Email reminders are optional and controlled in Account settings.