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Creating, Editing, and Deleting Events on the Timeline

This article explains how to create, move, and delete timeline events in Voyant, including:

• Creating custom events while entering plan items
• Removing unused events
• Moving events on the timeline
• Adding standalone timeline markers for future discussions

Creating Custom Events While Adding an Item

You can create custom timeline events directly while adding an item to a plan.

Example: Adding Freelance Income with Custom Timing

1. Click the Plus (+) button in the bottom-right corner.
2. Select Income → Other Income.
3. Enter the income details:
   • Example: Amy earns £35,000 per year from freelance work.

Setting Custom Start and End Events

Instead of using the default events:

• Go to the Timing section.
• Double-click in the grey area of the timeline to:
  • Set a Start Event in the second year of the plan.
  • Set an End Event at age 60.
• In this example:
  • Freelance work starts at age 53
  • Ends at age 60

Click Done to save.

Viewing and Understanding Timeline Events

• Navigate to the Timeline.
• Hover over any event icon to see what it represents.
• If an event is linked to an item, a blue banner will appear showing:
  • How many items are affected
  • Which item is connected to the event

Deleting an Event from the Timeline

Events can only be deleted once they are no longer connected to any items.

Example: Removing a Kitchen Remodel Event

1. Hover over the event on the timeline.
2. Click Show Details to see the connected item.
3. Click into the connected item (e.g., a kitchen remodel expense).
4. Delete the item.
5. Return to the timeline.
6. Open the event again — the trash can icon will now appear.
7. Click the trash can to delete the event from the plan.

The event is now fully removed.

Moving Events on the Timeline

You can easily reposition events:

• Click and drag the event along the timeline.
• Example:
  • If Amy decides to work until age 65 instead of 60, drag the event to the new age.
• You can move it back at any time using the same method.

Adding Standalone Timeline Events

You can also add events that are not connected to any financial items.

Example: Adding a “Buy a Boat” Marker

1. Click the Plus (+) button.
2. Select Event.
3. Name the event (e.g., Buy a Boat).
4. Place it on the timeline around age 60.

This type of event:

• Has no monetary value
• Is not connected to any item
• Acts as a discussion prompt for future meetings

You can delete it at any time if it’s no longer needed.

When to Use Standalone Events

Standalone events are helpful for:

• Capturing future ideas or goals
• Reminders for adviser-client discussions
• Marking life events that may impact future planning

Getting Help

If you have questions:

1. Click the client name in the top-right corner.
2. Select Request Support.
3. Enter your message and share client access if needed.

Summary

• Create custom events while adding plan items
• Delete events only after removing linked items
• Drag events to adjust timing
• Use standalone events as planning markers