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What information is shared between scenarios

Cameron Drury avatar
Written by Cameron Drury
Updated over a week ago

Only your Goals are shared between scenarios. Everything else stays specific to each scenario.

Creating a new scenario

When you create a new scenario, you will enter:

  • Your details

  • Your family details

  • Your initial position, entered separately as:

    • Income

    • Expenses

    • Assets

    • Liabilities

  • Your planned events

Duplicating a scenario

When you duplicate a scenario, a new scenario is created using a copy of your initial position and plan as of the time you duplicate it.

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