Planworth uses dates for different purposes. Keep the date and product surface together when comparing results.
The supported distinction
A scenario's planning dates belong to that saved Financial Insights scenario and are reviewed under Assumptions.
Statements provides current-position views with an as-of date.
The Evaluation holds client information used by the product, while an existing scenario retains its saved assumptions until they are changed.
An as-of-today balance and a scenario projection therefore answer different questions and should not be expected to match without considering their time frames.
Review a date difference
Confirm Current Scenario.
Open Assumptions and note the scenario dates shown.
Note the as-of date on the Statement you are comparing.
Confirm whether the relevant client information was updated in the Evaluation.
Trace the first affected year in Details.
Do not infer first-year, year-to-date, registered-withdrawal, or calculation behaviour from a date label alone. Contact Planworth Support when a date difference produces an unexpected result.