Getting started
Use Scenario Editor
Edit the complete set of inputs used by projections, comparisons, and guidance.
When this applies
Use this after Plan Setup or whenever household facts, benefits, assets, spending, or policies change.
Where to enter it
Portfolio > Scenario Editor
How to enter it
- Edit Personal Details and Assumptions.
- Add income streams, accounts, holdings, spending, healthcare, housing, and goals.
- Review the draft summaries shown immediately on the page.
- Select Save Changes to create the next plan version.
How YARCalc uses it
- Dialog changes update the page draft first; the page-level save persists the complete scenario.
- Focused Scenario Editor views opened from a quarterly check-in show only the required section.
Check your work
- Reload Scenario Editor after saving and confirm the values remain.
- Run Projection and find the corresponding cash flow, account, or expense.