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- Scenario Analysis Information
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Getting Started at Holistiplan - 101
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Deeper Dive at Holistiplan - 201
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Holistiplan Basics
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Holistiplan Academy - Upload Breakdown
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Roth Projection Tool
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2025 Pricing
I Can't Edit Anything in Scenario Analysis. What's Happening?
By default, the first scenario in a Scenario Analysis generated from a tax return upload is a replica of that uploaded return. This scenario is static and un-editable. Similarly, you cannot edit scenarios generated by clicking "Load Tax Return (Read Only)" in the "+ Add a Scenario" menu.
To create an editable scenario, use the "Copy from a Scenario" or "Create a Blank" functions in the "+ Add a Scenario" menu.
