Quick Reference

Quick Reference

Single-page lookup for common labels, statuses, objects, and navigation targets.

Key actions

UI label	Location	Action
Run Calculation	Plan Preferences → System Settings	Start orchestration
Run Monte Carlo Simulation	Monte Carlo explorer	Start Monte Carlo async simulation
Run CPP & OAS Simulation	Income page (Canada)	Estimate government benefits
Export to CSV	Import/Export	Download full plan data
Clone Plan	Header icon	Duplicate plan and inputs
Sharing	Header icon	Share Financial Plan record

Orchestration statuses

Status	Terminal?	Notes
Not Started	Yes	No run yet
Submitted	No	Queued
Processing	No	Calculating
DTO_Ready	No	Projections reviewable
Completed	No	Finishing persistence
Ready	Yes	Success
Failed	Yes	Error
Out of Date	Yes	Inputs changed—rerun

Core custom objects

Object (API)	Role
finplanner__FinPlan_Financial_Plan__c	Root plan record
finplanner__FinPlan_Account__c	Financial accounts
finplanner__FinPlan_Income_Monthly__c	Income sources
finplanner__FinPlan_Expenses__c	Expenses and healthcare
finplanner__FinPlan_Asset__c	Personal property
finplanner__FinPlan_Real_Estate__c	Property records
finplanner__FinPlan_Money_Flows__c	Contributions and transfers
finplanner__FinPlan_Debt__c	Non-mortgage debt
finplanner__FinPlan_Financial_Projections_XML__c	JSON/XML projection storage (current package)
finplanner__FinPlan_Orchestration_Run__c	Run history rows

Permission sets

• FinPlan_User — standard runtime
• FinPlan_Admin — reference data and maintenance

Navigation map

Group	Page
—	My Financial Records
My Plan	Overview, Milestones, Home and Real Estate, Accounts and Assets, Income, Money Flows, Plan Projections, Debts, Debt Go, Expenses and Healthcare, Plan Preferences, Import/Export, Run History
Insights	Lifetime Income, Net Worth - Current, Net Worth - Projected, Retirement Success, IRMAA, Cashflow, Income & Expenses, Savings, Taxes, What You Need, Retirement Withdrawals, Withdrawal Rate, Withdrawal Amount, Surplus-Gap
Explorers	Monte Carlo, What If…, Market Risk Explorer, Debt Payoff Explorer, Social Security Explorer, Roth Explorer, CPP / OAS Explorer

Withdrawal and surplus picklists

• Withdrawal Strategy: Spending Needs, Max Spending, Fixed Percentage
• Surplus Allocation Mode: Save, Spend, Split, Hold, Unallocated
• Expense Amount Mode: Must Spend, Like to Spend
• Withdrawal Order Type: Traditional, Custom

Health panel issue types

• Underfunded purchase
• Household funding gap
• Partially funded money movement
• Negative balance
• Reconciliation failure

Metric Watchlist (24 metrics)

1. Debt (Non-Mortgage) Freedom Date
2. Retirement Countdown
3. Savings Rate (Today)
4. Cash Flow Over Next 12 Months
5. Total Debt Ratio
6. Effective Tax Rate (Lifetime Average)
7. Effective Tax Rate (Next Year)
8. Real Estate (Net) at Primary Retirement
9. Financial Legacy Goal
10. Projected IRMAA
11. Long Term Care Risk
12. Long Term Care Risk (Spouse)
13. Lifetime Interest Payments
14. Average Retirement Withdrawal Rate
15. Out of Money Date
16. Retirement Chance of Success
17. Surviving Spouse's Income
18. Housing Expense as a Percentage of Income
19. Roth Conversion Opportunity for Maximizing Estate Value
20. Life Opportunity
21. Life Opportunity (Spouse)
22. Next Month's Cash Flow
23. Retirement Savings Opportunity for You and Your Spouse This Year

Deep dives: Plan Preferences Reference, Data Model, Modeling Assumptions, Troubleshooting.