Compare charts are built using data from existing Xtools+ charts , within the scenario(s) imported from Xplan.
Each compare chart aggregates data from multiple scenarios to provide a comparative view. Specific charts are mapped to their corresponding compare charts.
Chart Name | Combined Data |
Liabilities Deduct v NonDeduct | Chart/Individual/Liabilities/Deduct v NonDeduct |
Total Income Support | Chart/Individual/Cashflow/Income Support/Total |
Total Tax | Chart/Individual/Cashflow/Taxation |
Total Net Assets | Chart/Individual/Assets/Net Assets Line |
Superannuation - Client | Chart/Individual/Super/Total Benefit/Client |
Superannuation - Partner | Chart/Individual/Super/Total Benefit/Partner |
Returns | Chart/Individual/Returns |
Certain data points may be excluded from Compare Charts based on predefined rules. For example, the total assets compare chart is built from the total assets chart, excluding liability data.
Compare Chart: Total Assets (Excluding Liability Data)
Source Chart: Total Asset Summary
The following table outlines Compare Charts that exclude components from the existing sourced chart:
Chart Name | Combined Data Source | Exclusions |
Pension Assets - Client | Chart/Individual/Pensions/Client | Actual Income Drawdown, Max Income Drawdown, Min Income Drawdown |
Pension Assets - Partner | Chart/Individual/Pensions/Partner | Actual Income Drawdown, Max Income Drawdown, Min Income Drawdown |
Total Regular Income | Chart/Individual/Cashflow/Income | Expenditure Objective, Met from Asset/Debt Capital |
Pension Income - Client | Chart/Individual/Pensions/Client | Investment Balance, Max Income Drawdown, Min Income Drawdown |
Pension Income - Partner | Chart/Individual/Pensions/Partner | Investment Balance, Max Income Drawdown, Min Income Drawdown |
Total Assets | Chart/Individual/Assets/Total | Total Liabilities, Total Liabilities (excl Mortgages) |
Total Assets (PV) | Chart/Individual/Assets/Total(PV) | Total Liabilities, Total Liabilities (excl Mortgages) |
Total Net Cashflow | Chart/Individual/Cashflow/Net Cashflow | Unfunded Net Cashflow |