Client settings

Client settings are a clone of the global settings that apply only to the current scenario. Each scenario has its own copy of inflation rate, KiwiSaver amounts and rates, income tax rates, and NZ Super conditions. When you create a scenario, it gets a copy of the global defaults; you can then change that scenario’s values without affecting other scenarios or the global defaults.

Where client settings live

On the client Profile tab, the Settings card shows the current scenario’s settings (inflation rate, KiwiSaver, NZ Super, Income Tax). The card shows the same structure as the global settings (Globals) page but applies only to this scenario.

View client settings

Open a client and go to the Profile tab. The Settings card (below the scenario and portfolio cards) shows the current scenario’s values. Switch scenarios to see a different scenario’s settings.

Edit client settings

In the Settings card on the client Profile tab, open the menu (⋮) and choose Edit. A drawer opens with the same sections as the global Settings form (Inflation Rate, KiwiSaver, Income Tax, NZ Super). Change the values you need, then click Save (bottom of the form). Your changes apply only to the current scenario.

To discard changes in the form without saving, click Reset or Close (bottom of the form).

Relationship to global settings

• Global settings (Settings) are the app-wide defaults. They are used when a new scenario is created.
• Client settings are that scenario’s copy. Editing global settings does not change values already stored in existing scenarios.
• If you want a scenario to match the current global defaults again, use Clone default in the Settings card menu (when available) to copy the global defaults into the current scenario.