Adding a Household

Introduction There are multiple ways to set up new households in the Income Lab software, each with its own pros and cons depending on the user's preferences. By far, the easiest and quickest way to add a new household is by using the newly released AI Plan Builder. Other options include the Quick Create tool, or you can set it up manually by adding...

AI Features in Income Lab

Video: AI Plan Builder Tutorial   Video Transcript: AI Plan Builder Tutorial Welcome. This video will walk you 0:02 through a tutorial of our tech preview 0:04 feature, the AI plan builder. The AI 0:07 plan builder will change how you build a 0:09 plan in Income Lab by allowing you to 0:11 upload any document or copy and paste 0:14 any information, ...

Quick Create Tutorial

  Video: Quick Create | Income Lab Tutorial Video Transcript 0:00 Welcome. This video will walk you 0:02 through how to use Income Lab's quickre 0:04 feature to build a plan in a matter of 0:06 minutes. From your main households page, 0:08 find the blue add a household button, 0:11 then click quickre. First, you'll want 0:14 to enter your client inf...

Creating and Navigating Plan Scenarios

You may want to create multiple plans when exploring a range of possible plan options for a household. This is sometimes called "Scenario Analysis" or "A/B Testing". Typically, you'll want plan options to differ minimally from each other so that you can easily evaluate the impact of different decisions. Here's how to do Scenario Analysis in Income L...