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Reviewing & Analyzing the Plan

Review results, investigate plan details, and evaluate changes over time.

11 articles
How to read the Summary (Overview, Executive Summary, Plan Comparison, Toggle Review)Review the verified Summary sections for the selected Financial Insights scenario.
How to use the Details tables to trace a numberUse Details to record the visible row, year, and value behind a Financial Insights result.
How to present or share a financial planUse Plan Review, Presentation Mode, or a PDF report to review, present, or share a financial plan.
How to use Snapshots to freeze & compare a planCreate a Snapshot and compare it with the current Financial Insights scenario.
Understanding the plan start date and as-of datesDistinguish scenario planning dates from as-of-today views without assuming unsupported calculation effects.
Understanding the assets and debts breakdown tablesRead projected asset and debt breakdowns for a scenario and know when a result needs further review.
Understanding the net worth and cash flow chartsReview visible Net Worth and Cash Flow chart context without inferring calculations.
How to read the Goals tab (On Track, Off Track, and Funded %)Read Goals labels safely without inventing formulas, thresholds, guarantees, or client recommendations.
How to review accounts and cash-flow results after data entryReview scenario accounts and cash flow after data entry, then trace unexpected results to the right source.
Understanding how Planworth calculates your planUnderstand how a Financial Insights scenario gets its values and where to trace results.
Understanding Planworth assumptions and limitationsReview a Financial Insights scenario as a projection under entered information and assumptions.
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