Create a New Scenario – It all Starts Here!

To create a new scenario click the Create New Scenario button.  If you do you will see the following popup:

Enter a name for the scenario and the starting month and year.  Choose 1, 2, or 3 year model. Select and scenario analogy (i.e. a similar business).  Next select the type of of business. If the business if a Partnership enter the number of partners and the percentage for each partner.  If business is an S Corp or C Corp enter the number of outstanding shares. Click Save when you have set all of the parameters or Cancel to close the popup without saving.  If you click the Help button you should see context sensitive help.

Edit on the Home page you click Edit you get the same popup as the Create New Scenario only in the Edit case they fields are populated with the scenarios current values.  You can change any of the values and click the Save buton to update the scenario.  Cancel closes the popup without updating the scenario.