What changed since my earlier saved plan?
A saved plan gives you a starting point to return to. A check-in compares the inputs and results already stored, so you can see what changed without rebuilding the plan or silently running another calculation.
Open my saved plansThis needs your own signed-in saved plan and permission to read its results. An exact basic calculator import keeps its granted result; other revisions and advanced tools have separate access. No paid result allowance is opened by a check-in.
A check-in reads what is already there.
Earlier evidence
A permitted stored result or saved input revision.
What changed
Changed facts, dates and calculation rules.
Current evidence
The result already saved for the chosen revision.
There are no made-up results to import for this job. Sign in to your own plan, or approve the connection from your own assistant.
The saved-plan tool call
{
"tool": "plan_check_in",
"arguments": {
"workspaceId": "<workspaceId>",
"scenarioId": "<scenarioId>"
}
}The tool chooses the latest saved result for the current revision. An optional runId pins a result already displayed. It never opens another household, starts a calculation or unlocks a paid result.
Keep the question simple.
Open the right saved plan.
In the app, open your household and read the saved result on Overview. Your original inputs and history stay in place.
Read the check-in.
See the previous stored result and changed inputs. From History, choose Compare to inspect a permitted earlier revision.
Decide whether to update.
Review dates, assumptions and calculation versions. A check-in itself does not edit a plan, calculate a result or unlock access. A connected assistant receives the evidence it is authorized to read.
Have these facts ready.
- The correct saved household and scenario
- Permission to read the selected saved results
- An earlier result or revision, if one is available
Know the limits.
- A check-in compares saved projections, not actual account performance or live bank balances.
- If the current revision has no saved result, the tool returns no_saved_result. A new projection is separate work; follow the person’s existing authorization and obtain approval only where it is missing.
- If earlier results are unavailable or locked, the check-in compares only the saved inputs you may read. It does not invent past outcomes.
- Changed calculation rules are labelled. Results covering different years do not have their outcome totals subtracted.
Bring the question
to your numbers.
Your existing plan keeps the context. Read the evidence first, then choose whether anything needs updating.
Open my saved plansThe software does not include personal advice. Opening a guide or copying instructions does not send your financial details or enrol you in marketing.
Ask your own AI this question.
Copy a message with this guide’s context and the matching tool steps. Connection support depends on your assistant.
Read or copy the instructions
Projections and education, not personalized investment advice.