Skip to main content
A sentence in the plan is not how you would say it to this client, and the meeting is soon. Rewrite it in place: hover the passage for a pencil at its top right. Click it, or tab to it and press it, for a plain text box.
The Edit button in the top bar is a different tool: it opens your conversation with Hazel about the plan. It appears only when you open the plan from its chat; on a household’s Financial Planning tab, use Open chat to reach the same conversation. The pencils are on both surfaces.

​
Keeping an edit, and dropping one

Keeping an edit is not saving it. Nothing reaches the staging bar from an empty box, which a heading or paragraph cannot be, or from a passage you opened without changing. Some cards, a highlight card and a recommendation among them, carry one pencil for the whole card: it opens every passage at once, leaving the card keeps them all, Escape drops them all.

​
What carries a pencil

Hazel offers the pencil on prose it wrote, not on the plan’s structure or arithmetic.
  • The executive summary, the narrative opening of the Summary section. Narratives elsewhere carry no pencil, so a paragraph in Retirement is a request to Hazel.
  • Goal cards in Goals: the name, the description, the label beside the progress bar, and the footnote.
  • Highlight cards, wherever they appear: the title, the caption, and the body.
  • Recommendations: the headline and the reasoning underneath it.
Nothing else. Section and tab names, chart titles, axis labels and legends, table cells, the tiles in a key-numbers row and every figure are Hazel’s to write, so ask in the plan’s chat for those and for any analysis the plan is missing. The pencils step aside while Hazel is saving or recalculating, and they are gone on an older version. Press Back to latest to edit again.

​
Why you cannot type over a number

A figure inside a sentence is locked to the plan’s own math, and hovering it says as much: kept in sync with the plan. Rewrite the sentence around it and the number comes along. In the executive summary’s editor the figure shows as a small tag: leave it in place and the number keeps tracking the plan, delete it and the number leaves the sentence. To move a number, change what produced it.
  • The data was wrong or out of date. Upload the current document, or fix the household’s profile, then regenerate. See Where numbers come from.
  • The assumption was wrong. Change it in the figure’s own panel.

​
Changing an assumption behind a figure

Select the figure and Provenance and calculations opens, with an Assumptions list near the bottom. Where an assumption is yours to change it carries an Edit button: press it, rewrite the sentence, then press Queue change. The same list sits in the Appendix. Nothing recalculates yet: the button reads Pending recalculation until you press Recalculate in the bar at the bottom of the plan, then Recalculating while Hazel works. An assumption with no Edit button is fixed for this plan, and a button that will not open tells you why on hover. A figure resting on an assumption you rewrote rests on your judgment rather than a document, so its sources read Modeled instead of Verified.

​
Getting your work saved

The bar at the bottom of the plan counts both kinds of staged work on one line, for example “3 unsaved changes · 2 changes needing recalculation”, and lists what is queued beneath.
  • Save commits your written edits together as a single new version. Hazel confirms with “Saved as V5”.
  • Recalculate sends the queued changes to Hazel as one turn. Unsaved text edits are saved first as their own version, so a failed recalculation cannot take your writing with it.
  • Discard clears everything, both kinds at once. It reads Discard all while something is queued.
While either job runs, the bar becomes the status line: “Saving your changes…” or “Hazel is recalculating your plan…”. Staged work lives on the page, so a reload or navigating away loses it. A failed save leaves your edits on screen and in the count, so press Save again.
If Hazel publishes a new version while your edits are still staged, Save is withdrawn and the bar offers only Discard my changes, naming the version that landed: “Hazel published V4 while you were editing”. Your text is still on screen, so copy anything you want to keep, then discard, which puts you on the new version, ready to redo the edit.This nearly always follows asking Hazel for something, or pressing Regenerate on the household’s Financial Planning tab, with edits unsaved. Press Save first.

​
What happens to your wording later

Your edit becomes part of the version it was saved into, and nothing later erases it.
  • A recalculation is the strictest with your prose. Hazel is asked to keep every sentence exactly as you wrote it, and to update a number inside your wording rather than the wording.
  • A regenerate keeps still-valid analysis and the content you wrote. Wording the new information has made untrue can change. See Versions and regenerating.
  • Asking Hazel for a change revises what you asked about and leaves the rest alone.
A wording preference that matters on every plan belongs in your base template or the persona’s instructions.

​
Where to go next