Financial Insights includes Cash Flow and Net Worth chart views for the selected scenario.
Read the visible context first
Confirm Current Scenario.
Record whether you are on Dashboard or the top Plan Review tab.
Record the exact chart title and visible series labels.
Note the display controls in use. The verified Plan Review surface includes Detail / Summary, Age / Years from now, and Real$ / Nominal$ where shown.
If a series is hidden, show it only when needed for the review.
Record the year or age and visible value that needs investigation.
Use Details to find a matching row when available.
Financial Insights charts are scenario projections. Do not treat them as the same surface as current-position Statements.
Collect the exact chart, series, year, labels, and values before contacting Planworth Support about a mismatch or calculation question.