Saved TIME MACHINE results
The SCANS table shows the list of parameter scans. You can also have up to 6 SCANS saved at one time. Each scan can have up to 101 TIME MACHINE runs saved within it.
You can select any 2 SAVED runs to compare their results pair-wise.
You can select any 2 SCANs to compare their results pair-wise. You then will be able to select any runs from these scans to compare them pairwise.
You can select a run from the SAVED table to compare to a single SCAN from that table. You then will be able to select that run to compare it with any of the runs in the SCAN.
Saved TIME MACHINE runs (including runs in a SCAN) will now also save a snapshot of the scenario that was run so that you can go back to it easily.
WARNING: The Restore button will be red if you have entries in your current workspace that have not been saved as restoring is a dangerous operation that will overwrite your current entries and could delete current entries. If you want to keep your current workspace so you can go back to it later, you must run the TIME MACHINE and save it before switching scenarios.
As shown in the following table, saved scenario entries will overwrite most of your data, but some data will be left to their current values to update the scenario:
| Entries | Imported scenario overwrites workspace | Keep current workspace values if an entry exists in the workspace and in an imported scenario |
|---|---|---|
| INCOMES | All information | None |
| EXPENSES | All information | None |
| AUTOMATIC SAVINGS and WITHDRAWALS | All information | None |
| LIFE INSURANCE | All information | None |
| RATES/YIELDS and CURRENCIES | All information | None |
| CPP/QPP | Start date, ignore CPP/QPP/OAS, CPP/QPP sharing | CPP/QPP Earnings tables |
| US Social Security | Start date | US SS Earnings tables |
| OAS | Start date | Years of Eligibility |
| LOANS | All information except → | Current balance |
| ACCOUNTS | Age to convert to LIF or RRIF, RDSP start of disability payments, Investments, Asset allocations | All else |
| INVESTMENTS | Asset allocations, rates | All else |
| CCPC | All information except → | Current tax-related information |
| PROFILE | Retirement date, have spouse, have CCPC | All else |
| DEPENDENTS | Dependent incomes | All else |
| TIME MACHINE | Age of death | All current tax-related information |
You can see that ACCOUNTS, INVESTMENTS and LOAN balances are kept updated, as well as current tax information, CPP/QPP/US SS tables and DEPENDENTS.
Restoring INVESTMENTS
Entries that are not present in an imported scenario will be entirely removed from your current workspace. Most of the time, this is what you want, however, you may have added or changed accounts and investments since saving that scenario, and want to be able to update the scenario with those updated entries without having to re-enter them. It is important to save TIME MACHINE runs that have added accounts and investments as those will be saved in the scenario. You can then access those accounts and investments from a button below your list of ACCOUNTS to 'View accounts and investments present in other saved runs'. Select the ones to restore to add to your current workspace. All account and investment values in all saved scenarios are kept updated with FUNData or Wealthica the same way as in your current workspace.