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What-if scenario for a financial decision

A scenario has a name, date range, and a list of differences from the main plan. It can change the amount or date of a future event, pause it, or add one-time income or spending.

DocumentationDocsGuidePlanningScenario BuilderForecast OverridesWhat If

Decision being tested

Use a title that states the decision, such as "Move in September" or "Freelance income drops 20%." A title like "Plan B" will not show what changed later.

Scenario changes

Change the amount or date for a future recurring payment. Add a one-time expense for a purchase, or pause an event that may be canceled.

What remains in the main plan

The scenario starts with the current wallets, budgets, and schedules. Records that you do not change stay the same as in the main plan.

Compare with the main plan

Before applying, compare the lowest and ending balances, dates when money runs short, and affected goal deadlines. You can save the scenario as a draft, edit it, or apply all of its changes.