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I can't locate my scenario in the software

Question:

How can I find my information after creating a scenario in the software? Is it lost?



Answer:

This issue might be related to the workflow process within the software. Here are the steps to ensure you don't lose your information:

Saving the Scenario:

  • After you create a scenario, make sure to save it. This is crucial to retain all the information you have entered.

Recalling the Scenario:

  • To access the saved scenario with all the account information:

  • Select the saved report from the dashboard dropdown menu.

  • Alternatively, if you want to access the most recent report, click on "most recent".


Avoiding Data Loss:

  • If you leave a scenario without saving, you will lose the information you entered.

  • If you click on "new plan" from the dashboard, a new scenario will be generated, and it will not include the account information from the previous scenario. This might appear as though you have lost your information.


By following these steps, you can ensure that your account information and scenario data are not lost and can be easily recalled when needed.


 

For more information or to clarify any questions about using the Milestones Retirement Insights tool for comprehensive retirement income planning, reach out to us at info@milestones-retirement.com 

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