Shared across every tool

My Assumptions & Cycle Log

Set these once and Your Number, the Withdrawal Calculator, the Account Optimizer, and the Roth Conversion Planner all start from them. Change one here (or in any tool) and the rest follow. Stored in this browser only.

Assumptions

REPEAT cycle log — Assess records it, Transform applies it

Metric

Predicted

Actual

What changed this cycle (optional)

Date	Metric	Predicted	Actual	Variance	Note

For a metric tied to the profile, Apply actual writes the real number into your assumptions, so every tool is recalibrated at once. That's the Transform step, done.