Support / Creating & Managing Scenarios

Creating & Managing Scenarios

OnTrajectory lets you create two scenarios in the Basic plan and an unlimited amount of scenarios in the Unlimited plan to better support your ability to assess ‘what-if’ analyses and plan your financial future.

As a new user, ‘Scenario 1' is created and made by default.

Scenario dropdown menu

Selecting New Scenario prompts you to name the new scenario and answer some initial questions in the Guide which will then create a base-line for the new scenario. You are free to enter whatever new data you wish, and it will not alter your original scenario in any way.

In addition to adding scenarios, several other actions can be performed from the scenario window — as indicated in the image below.

Scenario dropdown item actions menu

Compare scenarios (only available in the unlimited plan) will allow you to compare multiple scenarios on the same chart.