FAQ: How Do I Add a Negative Spending Override?

There are a couple of ways to explore spending changes:

  1. Spending Changes in Retirement: The easiest way is to use the AI Strategies for Retirement Spending.


  2. Specific Spending Changes: Go to Planning > Projections > Table, go to the "Other" columns and open them using the ">" arrow. You can then adjust the spending assumptions year by year using either a positive or negative override. To add an override click the blue/bold value, enter an override amount (in Today's Dollars for expenses), Save, then Recalculate the plan to integrate that change.