Navigation and Overview
Navigation and Overview
Every Financial Plan opens in the main panel—a single-page workspace with a sticky header, collapsible left navigation, and a content area for the active page. This tour explains the header, navigation groups, and the Overview landing page.
Header actions
| Control | Label / title | Action |
|---|---|---|
| Menu button | Toggle navigation | Shows or hides the sidebar on tablet and mobile |
| Page title | Current page name (for example, Overview) | Edit icon appears on Overview to rename the plan |
| Currency badge | Plan display currency (for example, USD $) | Reflects Display Currency in Plan Preferences |
| Clone Plan | Clone Plan | Creates a copy of the plan and its inputs |
| Sharing | Sharing | Opens the sharing modal for the Financial Plan record |
Navigation groups
My Financial Records and Debt Go
My Financial Records is a scrollable composite page with quick-navigation tiles and compact embedded sections for age assumptions, accounts, income, expenses, debts, money flows, and related inputs. Use it when you want to review or edit multiple input areas without switching pages.
Debt Go opens the same composite page but auto-scrolls to the debt section—it is a navigation shortcut, not a separate calculation engine. For a focused debt table, use Debts instead.
My Plan
- Overview — Dashboard of wealth, health, and key projections
- Milestones — Life-event timeline for the household
- Home and Real Estate, Accounts and Assets, Income, Money Flows, Plan Projections, Debts, Debt Go, Expenses and Healthcare
- Plan Preferences — Members, strategies, tax, and system settings
- Import/Export — CSV export and controlled data clear
- Run History — Orchestration run history for the plan
Insights
Read-only analytical pages backed by persisted projection data: net worth, lifetime income, retirement success, IRMAA, cash flow, taxes, withdrawals, surplus-gap, and more. See Reading Insights.
Explorers
Interactive scenario tools including Monte Carlo, What If…, Market Risk Explorer, Debt Payoff Explorer, Social Security Explorer, Roth Explorer, and CPP / OAS Explorer (jurisdiction-dependent). See Explorers.
Complete navigation map
All pages available from the left navigation (some hidden by jurisdiction):
| Group | Navigation label | Notes |
|---|---|---|
| Top link | My Financial Records | Composite input page |
| My Plan | Overview | Default landing page |
| My Plan | Milestones | Life-event timeline (retirement, longevity, benefits, RMD/RRIF gates) |
| My Plan | Home and Real Estate | Property inputs |
| My Plan | Accounts and Assets | Financial accounts and personal property |
| My Plan | Income | Income streams; CPP/OAS simulation (Canada) |
| My Plan | Money Flows | Contributions, transfers, conversions |
| My Plan | Plan Projections | Getting-started checklist and age assumptions |
| My Plan | Debts | Non-mortgage debt table |
| My Plan | Debt Go | Shortcut to debt section on My Financial Records |
| My Plan | Expenses and Healthcare | Living and medical expenses |
| My Plan | Plan Preferences | Members, strategies, tax, system settings |
| My Plan | Import/Export | CSV export and controlled clear |
| My Plan | Run History | Orchestration run history (panel title: Orchestration run history) |
| Insights | Lifetime Income through Surplus-Gap | 14 read-only analytical pages—see Reading Insights |
| Explorers | Monte Carlo through CPP / OAS Explorer | 7 scenario tools—see Explorers |
Jurisdiction-gated navigation
- Social Security Explorer and IRMAA insights — US plans
- CPP / OAS Explorer and Income page benefit simulation — Canadian plans
- Roth Explorer — US Roth conversion modeling
Overview page sections
When you open a plan, Overview is the default landing page. It includes:
- Current Net Wealth — Snapshot of assets minus debts today
- Plan health panel — Success, warning, or error states with actionable guidance
- Monte Carlo suggestion — Prompt to run simulation when appropriate
- Projected Net Worth — Summary cards and chart through the plan horizon
- Roth conversion suggestion — Planning prompt when relevant
- Retirement Cash Flow — Income versus expenses in retirement years
- Metric Watchlist — Pin key metrics you track across sessions
Responsive layout: On viewports below 900px the sidebar becomes an overlay drawer—use the header menu button. On desktop, collapse the sidebar to a mini rail; collapsed state persists in browser localStorage.