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Plans & Projections

How do I review and run my projection?

Check the surplus summary, confirm your commitments, and run the projection.

Updated 22 Jul 2026

The last step, Review & Run, is the sanity check — does everything you've entered actually fit? Then you run the projection.

Check the surplus

A headline math strip shows the flow: Gross income, minus Tax, minus Expenses + EMI, leaving what's Available to commit. Below it, your commitments are grouped into Income, Expenses, Loans & EMI, Investments and future milestone commitments.

If commitments exceed the surplus, a banner flags it here — before the plan runs.

Run it

Happy with it? Click Finish Setup. ProjectionWealth runs the projection and opens your plan — the net-worth chart, cash flow and tax views. Change anything later and hit Regenerate to run it again.

Note: A shortfall banner isn't an error — it just means your commitments are bigger than your surplus. Trim an investment, push a milestone, or accept it and see how the plan copes.

Do this on your real portfolio

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