How to Change Your Value Display Settings

Learn how to adjust your value display settings easily and efficiently to meet your personal preferences and needs.

Last published on: October 15, 2025

There are two ways to reach your Value Display settings. Follow this guide to learn how to change number values for Life Hub, Stress Test, Tax Lab, Plan Dashboard, and Plan Scenarios.

 

Video: How to Change Your Value Display Settings

Video Transcript

hello and welcome in this tutorial I'm

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going to show you how to adjust the

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values and how they are displayed in

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your income lab there are actually two

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different ways you can go about this so

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I'm going to show you how to do it both

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ways the first way is to select your

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profile icon in the upper right hand

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corner and choose manage account from

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there you'll navigate to this display

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settings tab and here is where you can

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make any adjustments you want to how

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your values are displayed notice how you

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can make adjustment to each specific

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page including the dashboard the life

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Hub the stress test and the tax lab you

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can go ahead and click and you can make

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as many adjustments as you want

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here you will also notice up here under

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plan wording for how much can I spend

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plans when you generate reports you can

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choose how it's going to be worded it

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can either be under spending capacity or

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it could be as a retirement paycheck

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whichever one you think would work best

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for your client when you're done you

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could simply click apply

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changes now the second way you can about

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this is you'll need to navigate back to

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your

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household and from here we're going to

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navigate to the tax

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lab once you're in the tax lab you'll

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simply click this settings box in the

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upper right hand corner and here you'll

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notice that you can make some changes

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just to the tax lab here but if you want

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to get back to that page with all of the

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changes available you'll click this

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settings gear icon and this will take

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you back to that same exact page you can

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make as many adjustments as you want you

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can change the plan wording and then

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when you're done you'll simply click

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apply

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changes and there you have it that is

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how you make changes to your display

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values using income lab thank you for

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watching us and reach out if you have

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any questions

 

 
 


 


Change Display Settings with Profile

 

  1. First select your Profile Icon in the upper-right corner and choose Manage account, then select the Display Settings tab.

 

  1. From there, make any changes needed. After making changes, select Apply Changes to save.


 


Change Display Settings through Tax Lab

  1. Navigate to the Tax Lab.

 

  1. Click the Settings Box and then select the gear (â›­) icon in the bottom-right corner of the menu.


 

  1. From there, make any changes needed. After making changes, select Apply Changes to save. 

 

✅ Tax Lab Tip

If you make any quick changes within the Setting Box menu in the Tax Lab, click the Save button to save those changes.

 

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