TOOLS & LOCAL SERVICES
Use calculators and saved savings reports
Understand tool assumptions and the difference between browser calculations and a private saved report.
Choose the correct tool
The compliance and cash-flow tools calculate from your browser inputs. The Savings journey has a server-saved report and private access/resume tokens. Their storage and recovery behaviour are different. Results are planning aids based on their assumptions, not legal, tax or lending advice.
What to do
- Open a tool and read its scope before entering values. Use accurate assumptions or fictional examples, and check what each result includes.
- For the compliance checklist, review the displayed guidance and use the offered print/reset controls. Check current authoritative requirements separately.
- For cash flow, review finance and income/expense assumptions. A projected number does not change an account or verify an actual property return.
- For Savings, follow the displayed save/exit or report steps. Keep your private resume/access link secure and reopen that link when returning to the saved report.
Expected result
A browser calculation updates from its entered values. A saved Savings report is a separate protected server record. Printing or opening a report does not grant public access or enable billing/payment collection.
Privacy and recovery
Do not share a private report/resume link or its token through Messages, public Help search or Contact. If a calculation looks wrong, check units, missing values and the stated assumptions. If a saved report cannot be accessed, use the displayed recovery/contact route with a nonsensitive reference. Avoid repeatedly creating reports after an uncertain save.
Product guidance, not legal advice or a guarantee of compliance. For jurisdiction-specific requirements, check current official guidance or obtain advice for your circumstances.