Updating Scenario Classes to Match New Defaults

Back to: Asset Classes in Moneytree Plan

Changes to default asset classes are not reflected in any scenarios existing prior to the change. In order to update an existing scenario to match the new defaults:

1. Open the client and scenario

2. Go to the Assets inputs

3. Select the Asset Classes button

4. Click the Show Defaults button

5. Select an out-of-date asset class from the top table and an updated class from the bottom table

6. Click the Replace... button

7. Repeat for all classes that need to be updated

See also: Asset Classes in Client Scenarios | Introduction to Assets