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, orBrokerage)
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
Related
Was this helpful?
For sim-specific issues, open Plan Diagnostics from the Proof view. For everything else, reach out to support.