Sandbox — one-off, not saved to any client.Nothing here is stored. To save work, open a client and use the plan.Go to clients →
Net worth
A balance sheet of assets and liabilities, folded into a statement for one year. Liability balances are pulled live from each loan's amortization schedule. The liquid allocation by class is exactly what the capital-sufficiency simulation rolls forward.
Assets
LabelClassTaxBalanceBasisLiq
Liabilities
LabelStartOrig. bal.RateMo.