How do I reset or edit Planning Assumptions

I last used the Planning feature 5 years ago. So it has old accounts I don't use anymore, and doesn't have new accounts I have added. So I need to update the Planning Assumptions. I go to the Savings and Investment sections. I have successfully deleted the old accounts by using "Exclude from plan". However I don't seem to able to add my new accounts to the list. When I click "New" it proceeds to the workflow to add a completely new account from scratch. I don't want to do this, I just want to add the accounts I have already created in the last 5 years since I used the tool last. How do I do this?

Best Answer

  • markus1957
    markus1957 SuperUser, Windows Beta Beta
    Answer ✓
    Make sure you have check marked "Show excluded accounts".  Then you can add them back to the plan.  When that box is checked you should see every existing account for the type of account you clicked to access.


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