Watching the score, investments and net worth change month by month.
Progress over time in the left menu shows how the open scenario has changed since you started:
its probability of success, your investments and your net worth, one point for each snapshot.
How snapshots are taken
A snapshot records the scenario’s results on a day, with a copy of the balances and the plan as they
were. The Baseline (and any pinned scenario) gets one by itself:
the first time either of you opens the site each month, and
the first time after new monthly balances arrive.
You don’t need to do anything for these. A month with no visit has no snapshot.
What you do to take one yourself, for example after a big decision:
Open the scenario, then Progress over time.
Click Take a snapshot.
Type a note if you want one, then click OK.
Other scenarios only get the snapshots you take.
Reading the page
The figures at the top: the score now, its change since the first snapshot, and investments, net
worth and the earliest year that reaches your target, against the first snapshot.
Probability of success has two lines. Recalculated today runs today’s planner on each
day’s saved balances and plan, so it moves only when your money or your plan changed. As
calculated then is the score shown that day; it also moves when the planner itself was improved.
The dashed line is your target.
Investments and net worth: from the balances on Net worth & accounts each day.
Every snapshot: the full list, newest first, with who took it and the date of the balances it
used.
What you do to remove a snapshot you don’t want: click ✕ at the end of its row, then OK.