Set Income Path as a Default Setting

Welcome. This video will walk you

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through our latest feature, the ability

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to set an income path under your main

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settings for your default values. So

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from your household dashboard here, you

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want to find your settings. Then you'll

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get to your default values. And so now

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you'll see the income path option here

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is now available. So this is for our

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users who maybe might prefer to set the

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income path as flat for their plans uh

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as the default setting going forward.

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Now it's important to note if you make

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this change, it will only impact any new

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plans. Any existing plans you will have

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to make the change at the advanced

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settings of that specific plan. But if

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you'd like to make this as your default

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going forward, just simply select your

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option, hit

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save, and you're good to go. Thank you

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so much. We hope this helps. Please

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reach out to our team if you have any

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questions.