How your data flows between tools
Every Excelergy profile has a set of shared values that live outside any one tool - tax region, salary, pension pot, main home value and so on. When you enter them in one tool, they appear in the other tools that need them. One number, one source of truth.
The shared catalog
These are the fields that cross tool boundaries. Edit any of them from the Edit shared values across the platform... button in the Account drawer, or in the tool where they naturally fit.
| Field | Set in | Used by |
|---|---|---|
| Tax region | Take-Home, Planner | Take-Home, Planner (for tax bands) |
| Annual gross salary | Take-Home | Take-Home, Dashboard |
| Pensionable salary | Take-Home, Planner | Take-Home, Planner |
| Employee pension % | Take-Home, Planner | Take-Home, Planner |
| Employer pension % | Take-Home, Planner | Take-Home, Planner |
| NI saving passback % | Take-Home, Planner | Take-Home, Planner |
| Pension contribution type | Take-Home, Planner | Take-Home, Planner (sacrifice / net pay / RAS) |
| Pension pot total | Planner | Planner, Inheritance tax, Dashboard |
| ISA balance total | Planner | Planner, Inheritance tax, Dashboard |
| Main home value | Inheritance tax | Inheritance tax, Dashboard |
| Marital status | Inheritance tax | Inheritance tax (widowed inherits spouse's unused bands) |
| Student loan plan | Take-Home | Take-Home |
| Monthly take-home pay | Computed by Take-Home | Budget (populates "Salary (take-home)" income row) |
Example: Take-Home → Budget
What happens when you Save in Take-Home
- You enter £81,295 gross salary, 16% employee pension via salary sacrifice, Scotland tax region.
- Take-Home computes your monthly take-home as, say, £4,180.
- Click Save. The 12 shared values +
monthly_takehome: 4180go to your profile, encrypted. - You click Budget in the Tool dropdown.
- Budget opens. The Salary (take-home) income row at the top of your plan already says £4,180 per month. You didn't type it.
This is a one-way flow. Take-Home is the source of truth for monthly take-home; Budget just mirrors it. If you edit that row in Budget directly, the next time Take-Home re-saves (or you switch profile) the Budget row will snap back to the Take-Home figure. Change your pay inputs in Take-Home instead.
Example: pension pot across tools
Set once, see everywhere
- You open the Retirement planner and enter £355,000 as your current pension pot.
- Save.
- The Dashboard now shows Net worth including that £355,000.
- The Inheritance tax tool treats £355,000 of pension as part of your estate for the IHT calc.
- If you later update the pot to £360,000 in the planner, all three places update after your next Save.
This is a two-way flow. You can set the pot in the planner, and reading it on the dashboard or the inheritance tool uses the same value. If you corrected it in either of those places and saved there, the planner would see the new figure too.
Editing shared values in one place
Rather than touring each tool to populate your figures, open the Account drawer and click Edit shared values across the platform.... The modal shows every shared value with the right input type - selects for tax region and marital status, numbers for amounts and percentages. Fill in the ones you know, hit Save, and every tool is ready.
What's not shared
Each tool also has state that only matters to it:
- Planner scenarios - the specific "events" (one-off withdrawals, life events) and strategy toggles you set up live in your planner data, not shared.
- Budget plan - your incomes, outgoings, sinking funds, debt and investments all live in your Budget data. Only the auto-populated Salary row comes from shared values.
- Mortgage / Savings filters - which products you've chosen to compare are local to those tools.
- Tracker transactions - the CSV you imported into Budget's Track tab is local.
All of this still travels with your profile (so switching profiles swaps the whole suite's state), but it doesn't propagate between tools - a scenario called "Baseline" in the planner isn't the same as a plan called "Baseline" in Budget.
What if two tools disagree?
Say you set your pension pot to £355,000 in the planner, then type £360,000 into the inheritance tool. Both are unsaved. Which wins?
- Each tool has its own Save button. Whichever tool you Save in writes its view to the profile.
- Save the planner first (355) → the profile has 355 → the inheritance tool now shows "local differs from profile" with a Push button to overwrite with its own 360.
- If you Push, the profile moves to 360 and the planner will next load with 360.
The Shared values in this profile section of the Account drawer lists any field where your current tool's value differs from the profile, with Push buttons for one-click reconciliation.
← Help centre