How to Copy a Plan in Income Lab
Quickly duplicate and customize client plans in Income Lab using the Copy feature, which retains original values and allows for easy modification without impacting the source plan.
Last published on: November 05, 2025
When working with Income Lab, creating a new plan for a client doesn't mean starting from scratch every single time. The platform offers a simple and efficient "Copy" feature that enables you to quickly duplicate existing plans and customize them for new clients.
To copy a plan, follow these straightforward steps:
- Navigate to the Income Lab screen containing the plan you want to duplicate
- Look for the "three-dots" menu located in the upper right corner of the screen
- Select the "Copy" option from the dropdown menu
Key benefits of using the Copy feature include:
- Provides a consistent planning template
- Allows for easy customization without affecting the original plan
The copied plan will retain all original values from the source plan. After copying the plan, you can freely modify the duplicate without worrying about changing the original. This functionality provides the flexibility to explore various planning scenarios and quickly adapt templates for new clients.
You'll see any copies you make, along with any other plans for the household, on the household's plan list. You can access the plan list by clicking the Plan Name in the “breadcrumbs” at the top of the page (Household Name > Plan Name > Tool),
or by clicking the “Plan Scenarios” icon in the vertical blue navigation bar on the left of the screen.
If you'd like to promote a copied plan or other plan scenario to be the household's “Primary Plan”, you can do so from the plan list. Simply click the grey star icon next to the plan scenario name. When you put your mouse over this star, you'll see it says “Promote to Primary Plan”.
