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Scenario Bank

Use the Scenario Bank to store created scenarios and/or move them to another analysis in the same household.

Moving Scenarios to the Bank

The Scenario Analysis tool allows users to create and view a number of scenarios on screen at any given time; however, only the first four (from left to right) visible scenarios can be printed.

Store scenarios in the Scenario Bank to declutter the screen, while preserving work that has been completed. For example, you may have modeled two different amounts of Roth conversions, but only want to show your recommended strategy to the client. To move a scenario to the Scenario Bank, click the ellipsis (...) icon at the top right of the scenario title and select Move to Bank. 

As a best practice, give scenarios a descriptive title prior to banking it. This will make the scenario easier to identify if removed from the bank at a later date.


bank1

 

NOTE: Uploaded returns cannot be banked. Any scenario representing an actual return can be deleted, but cannot be banked. To add an uploaded return to the Scenario Analysis screen, click on + Add A Scenario and select Load Tax Return (Read Only) to load any uploaded return for that household back onto the Scenario Analysis main page. 


The scenario will move into the Scenario Bank located on the left-hand side of the page. To bring a scenario out of the Scenario Bank, simply click on the scenario title within the Scenario Bank. The scenario will appear as the right-most column. To move all scenarios in the Scenario Bank back to the screen, click Recall All.

bank2

Moving Scenarios to another Analysis page

The Scenario Analysis tool also allows users to move scenarios from one analysis to another in the same household. To move a scenario, first move the scenario into the bank of the original analysis, then access the new analysis and pull it in from the bank.

 

NOTE: The total number of scenarios, both on screen and banked, is limited to 100.