FAQ: How to Model a Cash Wedge Strategy?

By far the easiest way to integrate a cash wedge into the platform is to use the "Saving" account and add a manual override on the build up and then drawdown of the wedge.

The "Savings" account is a manual account, so you need to add overrides in Planning > Projections > Table. Go to the right to find the Savings account, open up the account using the ">" arrow, then manually add contributions (+ve) to build up the wedge and then manually add withdrawals (-ve) to draw down the wedge. Then recalculate the plan to integrate those changes.

Here is an example...