Skip to main content

How to model a cash flow funding plan using a stair step contributions strategy

In this guide, you will learn how to model a cash flow funding plan using the Stair Step contributions strategy

1. Go to the Study Editor & click on Funding Plans

Click on request_quote…

2. Open a cash flow type funding plan

Click on Property test 52…

​​

3. Input a First Year Contributions or Percent Change from Previous Year

Click on Property test 52…

4. Input the Stair Step type of curve and choose the unit of change: Percent Change, or Amount.

Click on Property test 52…

5. Input the percent of change or amount, the starting year, and the frequency

Click on Property test 52…

6. Click on the APPLY button

Click on APPLY

7. View the schedule of changes generated based on the inputs

Click on Property test 52…

Note: Click on RESET button to clear the schedule of changes

Click on RESET
Did this answer your question?