Scenarios allow you to forecast your client's financial future. Each client can have multiple scenarios.
- From the client list, click on the link under the Scenarios heading, to the right of your client name
- This will take you to a list of all of the scenarios you have created for your client. Click on the Scenario Name to open it
- You can now edit your scenario
- You can edit your scenario name and current savings at the top (changes here will autosave)
- You can add new items to your scenario in the middle
- You can view financials at the bottom. To edit an existing financial, click on the edit icon to the right of the item you wish to change
- A pop-up will appear, make your changes and click Save changes
- Your item is now updated
- Keep adding and editing expenses and income until you are happy you have covered the key areas you need to
- When you've finished adding and editing expenses and income, click on the Results tab at the top