i'm creating many cases to explore different assumptions and find myself very confused about what is in each file. Is there a naming convention you suggest? Is there a way to put notes into the data file? I tried using "notes" but couldn't find the note after i wrote it. Thank you.Shirah
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When I "save as" I tend to name them according to the what if case I'm running--such as "take SS at 70" or "sell house early" that kind of thing.
The notes panel just toggles on and off and should save the notes you take there. It does not appear in the report.
When creating a PDF, there is a place to write some notes that appear on the front page of the PDF. You'll see it when you click create report and then choose PDF.
Dan