Suggestions

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Too much tweaking in plans/scenarios - show us the differences in the inputs we have changed

The ability to copy plans and then tweak the copies is wonderful. But, I find myself getting lost in knowing what settings, milestones, and assumptions have been changed between the various plans. It would be nifty to have a meta-report that summarizes the differences between our various plans. This would go beyond the “Compare” feature which shows the results to showing us the inputs and settings.

29 votes

Tagged as Suggestion

Suggested 10 July 2025 by user Dan Diego

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  • 10 July 2025 Dan Diego suggested this task

  • 10 July 2025 Shawn @PL approved this task

  • avatar

    This would be really helpful! While the Compare and What If features are nice features, I still find it even more helpful to maintain several alternative plans that are each supposed to represent specific variations of my base plan.

    As new versions have come along, I’ve needed to modify all those plans to make use of the relevant new features. I like that there are a lot of customizable settings, but it has gotten pretty unwieldy to keep my plans largely in sync, so that they only differ in the ways I originally intended them to. As time goes by, it’s harder and harder to be confident that comparisons among my variations are valid.

    I considered using a text “diff” tool on the exported json files, but they are not organized (or labeled) in a way that makes such an approach feasible.

    09 April
  • avatar

    I definitely agree with this suggestion and have the same issues understanding changes I’ve made while tweaking plans. When I really need to understand the cause of differences, I have found myself manually modifying the exported json file to a single plan (one for each in the comparison) and then have AI help me understand the differences. It’s very tedious to set this up though and error prone.

    26 July
  • avatar

    ​Yes, we need this.

    ​The elegant management of multiple Plans in PL is a significant part of its secret sauce, and being sure that I’m modeling what I intended to is key. Adding a simple​ diff report on flattened JSON paths from each Plan would give me this assurance without overloading developers or impacting the stability of the rest of the product.

    27 July
  • avatar

    +1 I would love to have this capability to see what configuration settings have changed with a copied plan. It’s great to have so many ways to configure a plan and the UX makes it so easy. Thank you for those capabilities! As others have noted, I have also found myself getting lost in what configuration change was made with the copied plan. No matter the results, I want to verify that the configuration changes matched the experiment I was testing. Another scenario, I accidentally changed the selected Growth rate tab was selected without recognizing it. The plan and Chance of success changed and I had no idea why at first! I explained the change of the plan’s net worth shape to someone else, and they suggested checking growth rates. Having a compare or a report of what configuration options changed could have helped me track it down.

    06 August
  • avatar

    I ended up using OpenCode to develop a python script to compare two plans within exported json file(s) from ProjectionLab. It works awesome and is a game changer for me. Already saved me a lot of time. Here’s an example output (format may be a little screwed up here). I think a report like this within ProjectionLab would be good enough.

    Sample Report Excerpt:

    DIFFERENCES SUMMARY All differences between the two plans consolidated below.

    Total differences found: 23

    [VARIABLES] (1 difference) Item....................................... Plan1 | Plan2

    Start Date................................... 2026-08-10 | 2026-07-21

    [ACCOUNTS] (1 difference) Item....................................... Plan1 | Plan2

    401k - Ford (Husband) Yearly Fee............... 0 | 0.3

    [INCOME] (1 difference) Item....................................... Plan1 | Plan2

    Social Security (Wife, 62) Start............. 2030-08-01 (date) | 2029-10-01 (date)

    [EXPENSES] (19 differences) Item....................................... Plan1 | Plan2

    Charity Spending Type........................ discretionary | essential Living Expenses Amount....................... $0.00 | $69,324.00 Living Expenses Spending Type................ N/A | essential Living Expenses Owner........................ N/A | joint Living Expenses Frequency.................... N/A | yearly Living Expenses Yearly Change................ N/A | match-inflation Living Expenses Yearly Change Amount......... N/A | 0 Living Expenses, Discretionary Amount........ $25,800.00 | $0.00 Living Expenses, Discretionary Spending Type. discretionary | N/A Living Expenses, Discretionary Owner......... joint | N/A Living Expenses, Discretionary Frequency..... yearly | N/A Living Expenses, Discretionary Yearly Change. match-inflation | N/A Living Expenses, Discretionary Yearly Change Amount 0 | N/A Living Expenses, Essential Amount............ $43,524.00 | $0.00 Living Expenses, Essential Spending Type..... essential | N/A Living Expenses, Essential Owner............. joint | N/A Living Expenses, Essential Frequency......... yearly | N/A Living Expenses, Essential Yearly Change..... match-inflation | N/A Living Expenses, Essential Yearly Change Amount 0 | N/A

    [PRIORITIES] (1 difference) Item....................................... Plan1 | Plan2

    Cash Reserves Owner.......................... me | joint

    19 August