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How to model a cash flow funding plan with the smooth contributions strategy

In this guide, you will learn how to model a cash flow funding plan

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 the First Year Contributions or Percent Change from Previous Year to set the value

Click on Property test 52…

4. Input the Smooth type of curve and a Dollar Change or Percent Change unit of change.

Click on Property test 52…

5. Input the Start Year and the Change value ($ or %) in the schedule of changes

Click on Property test 52…

6. Click on the check icon button in the schedule of changes

Click on Property test 52…

7. Add multiple years with schedule of changes (if needed)

Click on Property test 52…

Note: Click on the trash can icon to delete a year

Click on Property test 52…

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