Every funding plan uses your study's interest rate by default. You can give any single plan its own rate, so you can compare plans at different rates side by side in the same study.
What it does
By default, each plan follows the Interest/Investment Rate in Study Settings.
You can set a different rate on any one plan, including 0%.
A plan with its own rate keeps it when the study rate changes. The other plans follow the study.
The rate applies to the whole plan, every year of it.
How to set a custom rate
Open the study in the Study Editor and click Funding Plans in the left menu.
Select the plan you want to change.
Click the Interest Rate line under the plan name.
Type the new rate and press Enter. Press Esc to cancel.
The plan recalculates and a custom tag appears beside the rate.
Click the Save Analysis icon in the top bar.
How to go back to the study rate
Under the plan's Interest Rate line, click Reset to study default. The button shows the study's rate, for example Reset to study default (2.5%).
Click the Save Analysis icon in the top bar.
Good to know
The rate is set per plan, not per year. You cannot give individual years in a plan different rates.
You can enter a rate from 0% to 25%, up to two decimal places.
If you type the same rate as the study, the plan stays on the study default and no custom tag appears.
Reset does not bring back your earlier custom rate. The plan follows the study rate again, including any future changes to it.
A plan created before this feature that already used a different rate from the study shows the custom tag. Its numbers have not changed.
To change the study rate for every plan that follows it, click Study Settings in the left menu and update Interest/Investment Rate.