Toggles & Strategies

Model planning strategies and control how assumptions are applied.

12 articles

How to add, edit, and turn toggles on or offAdd, edit, save, and turn scenario toggles on or off in Financial Insights.

How to build and reuse a Strategy (bundling toggles)Group existing toggles into a named Strategy on a Financial Insights scenario.

How the Excess/Deficiency order override worksReview a scenario's saved Excess/Deficiency order and its visible override.

How the Do Not Sell Asset toggle worksProtect a selected property, miscellaneous asset, or corporation shares from automatic shortfall sales.

How to review RIF, LIRA, and DCP conversion-age togglesReview the separate RIF, LIRA, and DCP Conversion Age toggles for a Financial Insights scenario.

Toggle dictionary: navigating categories and finding the right toggleNavigate Planworth toggle categories, search the current list, and choose the right starting category.

Understanding how toggles interact with scenarios and StrategiesUnderstand how toggles and Strategies belong to a scenario and how to compare larger planning alternatives.

Understanding account-level versus scenario-level planning controlsDistinguish account information visible in the Evaluation from controls visible on a Financial Insights scenario.

Corporate and Family Trust toggles referenceFind corporate and family trust toggle categories and understand the safe limits of this planning reference.

How to locate and compare a Maximize contribution toggleLocate a visible Maximize contribution toggle, save its displayed fields, and compare the scenario with it off and on.

How to review the effect of a toggle in Dashboard and DetailsCompare a toggle off and on, then trace its effect through the Financial Insights Dashboard and Details.

Assumptions, quick sliders, and toggles: what each control is forDistinguish baseline assumptions, quick scenario exploration, and modelled toggles using the approved Planworth data model.