How do I compare actual progress to my projections?
Published Dec 13, 2023
You’ll need two things: a set of progress points, and a fixed-date plan that starts early enough for your progress points to appear. You’ll need a fixed-date plan because…well, if you were instead projecting from today forward, the first data point would be today and there would be no progress to show.
Within your fixed-date plan, flip to the “Net Worth + Progress” chart and make sure the Actual Progress dataset is enabled.
