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?
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