Your life changes; your plan should keep up
There are two ways to update your plan in Boldin without hunting through screens — tell Boldin AI what changed in plain language, or upload a document and let Boldin read it. Either way, Boldin proposes the updates, you review and confirm them, and only then does anything change.
Both paths land in the same place — My Plan, your single, up‑to‑date plan. Boldin runs the numbers through its planning model, so your projections stay accurate and there’s only ever one plan, not a parallel one.
Who it’s for | PlannerPlus / Premium members (Beta) |
Two ways in | Describe a change to Boldin AI, or upload a document in Document Vault. |
What it does | Proposes the specific updates, shows you each one, and applies them to My Plan only after you confirm. |
Where to find it | Boldin AI in your plan; My Plan → Document Vault for uploads. |
What you can do
Update in plain language — tell Boldin AI what changed and it finds the right fields for you.
Update from a document — upload a statement and Boldin reads the figures for you.
See exactly what will change — every proposal shows the field, the current value, and the proposed new value.
Stay in control — review each change and apply it, or decline. Nothing saves without your say‑so.
Ask what needs attention — not sure what’s out of date? Ask Boldin AI and it helps you find it.
How to update your plan
Option A — Describe a change to Boldin AI
Open Boldin AI in your plan. Start a conversation from the AI entry point.
Tell it what changed. For example: “I’m pushing my retirement date to 67,” or “my salary is now $145,000.”
Review the proposal. Boldin AI shows each field it proposes to change, with the current and proposed value side by side.
Apply or decline. Confirm what you want with Review & apply. Anything you decline is left untouched.
Your plan updates. Confirmed changes flow into My Plan and your projections refresh.
Option B — Update from a document
Open Document Vault. Go to My Plan → Document Vault and select Add file. Vault accepts PDFs; your file is encrypted the moment it’s uploaded.
Boldin reads your document. It identifies the key figures — balances, income, contributions. This usually takes under a minute.
Review and confirm. Boldin shows a summary of what it found. If any value looks off, edit it right there. Nothing is applied until you confirm.
Apply to your plan. Once confirmed, the values flow into the matching sections of My Plan. The document stays in your Vault as the record behind those numbers.
Whichever way you start, the update runs through the same review‑and‑confirm step and lands in the same plan.
Frequently asked questions
Does my plan ever change on its own?
No. Boldin proposes updates and shows you exactly what they are. Changes are written to your plan only after you review and confirm them.
Are these two different plans?
No. There is one plan — My Plan. Describing a change and uploading a document are two ways to keep that one plan current, not two separate copies.
When should I use the conversation vs. a document?
Use Boldin AI when you already know what changed — a date, a number, a new income source. Upload a document when you have a fresh statement and want Boldin to pull the figures for you.
Where do my uploaded documents go?
They’re stored securely in Document Vault as the permanent record behind your numbers. See “Document Vault: secure storage for your financial documents.”
Learn more about Boldin's Document Vault