A method and system architecture for managing the objects used in
simulating a financial-type plan. Objects are hierarchically arranged
with fields therein that specify financial information including dates,
rates, amounts of objects and strings. The fields may be selectively
chosen to be dependent on the dates, rates or amounts of other objects,
whereby any change made to the value in one field is automatically linked
to any related fields. Each field alternatively be given a fixed value,
and fields, whether fixed or referenced to another field, may be
accompanied by an adjustment field that offsets the value in the field.
Objects may be grouped in packages, and objects and packages may be
selectively enabled and disabled, whereby such objects will be included
or omitted from the financial simulation calculations without having to
reenter or delete those objects. The objects used in the financial
planning may be synchronized with financial information from another
program so as to use more updated amounts.