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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

Putting your lists in your own order

Participants, dependents, accounts, income, expenses, real estate, and tax strategies each carry a small up/down chevron pair on the right of every row. Click either half - or focus it and press Enter - to swap that row with its neighbour. Focus stays on the row you moved, so you can press Enter repeatedly to walk an item all the way up or down. The order is saved to your plan and comes back on your next visit.

The chevron pointing off the end of the list is greyed out rather than hidden, so a row at the top or bottom still shows you where the control is.

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