FAQ: How Do I Share a Copy of My Plan Anonymously?

When you create an anonymous copy of your plan the platform will remove all personally identifiable information like names, debt names, etc. and copy it to another location. This copy is not linked to your main account in any way. You can then share that link and it will expire in as short as 24-hours or as long as 365-days.

This is great if you want to get feedback on your plan, if you’re having an issue, or need help interpreting the results you’re seeing.

Here’s how to create an anonymous copy of your plan to share…

Step 1: Click on Sharing in the left hand menu

Step 2: In Sharing, slect the scenario you wish to share and set the length of time you want to share the copy for. It can be as short as 24-hours or as long as 365-days. Last, click “Generate Public Dashboard”.

Step 3: Copy the link that gets created. This link is not saved anywhere, so copy it or save it.

Here's an example of what the output looks like.