Choose Add Items, create a new item and select Investment. You can use this for savings or an investment you want included in the scenario.
Useful details
- A clear description.
- Its value now.
- Any regular contribution and its frequency.
- An estimated rate of return, if relevant.
A return is an assumption, not a guarantee. Use a figure you can explain and test a lower version if the decision depends on growth.
Worth knowing: Regular contributions count as money out now while the investment value contributes to the longer-term net position.