You can delve deeper into each Target-Map to address issues or update information by selecting the edit option.

The Target-Map Summary page is an optional addition to the electronic version of the Asset-Map Report.

You can access a Comparison view from the Summary page to compare the most important Target-Map convesrations.

Designate Target-Map maps to clarify which are scenarios and which is the preferred goal.

Pin a Target-Map for clarity to move it to the top of the list of Target-Maps.

Apply filters to a lengthy list of Target-Maps to isolate desired goal conversations.

From the Asset-Map Actions menu

From the Household Summary page, on the Target-Maps panel, click the 3-dot icon.

Pin a Target-Map to bring it to the top of the page.

Designate a savings goal as the preferred goal.

Drag and Drop a Target-Map to rearrange its order. The electronic version produced will provide the same layout.
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Select Target-Maps to compare it with others.
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Edit a Target-Map to view and edit its details.

Change a Target-Map's Settings.

Double-click the title of a Target-Map to edit the title directly without opening the Settings window.

Single-click the title to view and edit Target-Map details. It's like clicking the Edit menu option.

Clone (duplicate) a Target-Map to create scenarios.

Create a PDF of a Target-Map.

Delete a Target-Map.

Title of the Target-Map.

Percent funded towards the savings goal today (present value).

A colored bar indicating the percent funded today.

Expected Net Return on Capital of investable assets over the length of the project (also considered as the Discount Rate of cash flows), net of taxes and fees. This represents the average of returns of investible assets being applied to fund the project.

Present Capital Deficit (or Surplus if the goal is over funded) in estimated dollars today.

Additional Contributions to Fund per month today to solve the deficit. This also shows a monthly overage if there is a surplus.

Annual Increase of Contributions. This affects the Additional Contributions to Fund amount. Zero percent indicates a flat monthly additional amount needed to save. A different percentage indicates today's amount of additional funding needed to save will increase by that percent each year. This is often used to accommodate for inflation.

Duration of contributions. This displays either the length of the project in years, or the amount of years until the project begins, depending on the Target-Map template used. 0.0 years indicates now.