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Inputs reference

The minimum you need to run a simulation, and where each input lives.

The Inputs page is organized into tabs: People, Accounts, Inflows / Outflows, Cash Flow, and Parameters. Each tab feeds the simulation engine; together they describe a household, its assets, its money in/out over time, and the assumptions that shape projection.

Minimum requirements to run

  • At least one person with a birth year
  • At least one account
  • At least one taxable account type (Checking, Savings, or Brokerage)

Where each input lives

  • People tab. Names, birth years, birth months
  • Accounts tab. Account types, balances, allocations, fees, ownership
  • Inflows / Outflows tab. Base spending plus any income or expense adjustments
  • Cash Flow tab. Order Cash Flow Priorities through deposits and contributions, and decide whether leftover surplus is saved in the brokerage or spent as discretionary cash
  • Parameters tab. Simulation length, retirement year, inflation/returns mode, withdraw order

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For sim-specific issues, open Plan Diagnostics from the Proof view. For everything else, reach out to support.