Planworth groups toggles by planning purpose. Use the current toggle picker and search rather than relying on a fixed list: available controls can depend on the client's information and planning access.
Open the toggle picker
Open a scenario in Financial Insights.
Open Planning Inputs.
Select Add Toggle / Strategy, then New Toggle.
Choose a category or use Search toggles....
The seven categories
Savings/Investments — contribution, transfer, registered-account, and investment controls
Income/Expenses — income, spending, borrowing, and payment controls
Sale/Purchase of Assets — purchases, sales, and related asset changes
Tax/Misc. — tax-related and other planning inputs
Corporate — corporation-specific controls when the client and access support them
Family Trust — trust-specific controls when the client and access support them
What If — stress-test controls such as a market event or changed condition
The examples describe the category's purpose. They are not a complete inventory or a promise that every control appears for every client.
Representative controls
Examples you can search for include:
Savings/Investments: Maximize TFSA, TFSA Saving, Transfer of Funds, Risk Profile, Excess RIF Withdrawal, RESP Saving, Do Not Deposit, Excess/Deficiency Order Override, and visible conversion-age controls
Income/Expenses: Major Expense, Additional Salary or Bonus, New HELOC, Additional Mortgage Payment, Reduce Spending Goal, and CPP/OAS Collection
Sale/Purchase of Assets: Sale of Personal Real Estate, Purchase Real Estate, Sell Misc. Asset, and New Term Life
Tax/Misc.: visible controls related to pension income splitting, deductions, pension adjustments, or a change of province
What If: Premature Death, Market Crash, Assumed Debt Interest Rate, New Corporation, Spending Goal Inflation, and Do Not Sell Asset
These examples help with search; they do not define calculations, eligibility, availability, or expected results. Some tax-sensitive controls can appear in another category, including registered-account conversion controls under Savings/Investments.
Find the right starting point
Start with the planning action:
moving or contributing money: Savings/Investments
changing income, expenses, or borrowing: Income/Expenses
buying or selling an asset: Sale/Purchase of Assets
adding a tax-related input: Tax/Misc.
changing a corporation or trust: Corporate or Family Trust
testing a stress condition: What If
Open a candidate toggle and read its visible fields before saving. After saving, confirm the selected scenario and active state in Summary → Toggle Review, then compare the relevant years and rows in Details with the toggle off and on without changing another input.