How to Create a Copy of an Account

If you want to make changes to an Account without creating one from scratch you can make a copy of that Account.

Go To The Accounts Page

The Accounts page displays all the Accounts in your Planner™. To make a copy click on the button.

The Account will open automatically and you can make changes to it. Then hit the Save button. Once the Account is setup you will need to add it to all appropriate Scenarios, Properties, Rules, and Goals.

Additional Resources About Accounts

Leave a Comment