Create/add a Straight Line / Component Method Funding Plan using the Auto Calculate Contributions Strategy (1st Funding Plan)
1. Click on the Funding Plans section in the Study Editor
2. Complete all the fields in the Analysis Financial Inputs form and click on the continue button
Note: If there's already a funding plan in the funding plan section, click the + button to add a new one.
3. Complete the Title and Description (optional)
4. Choose "Straight Line / Component Method (Auto Calc)" as the Type
For more info on Funding Plan types, see the Funding Plan Type Overview.
5. Choose the "Starting Balance Strategy for Components"
For more info on component funding approaches, see the Funding Approach Overview.
6. Choose the "Offset Expected Contributions with Interest"
7. Click on "ADD FUNDING PLAN" button
8. View the Straight Line / Component Method Funding Plan using the Auto Calculate Contributions Strategy
