Account records and scenario controls serve different purposes.
The Evaluation records the client's account facts.
Scenario Assumptions, sliders, and toggles are controls shown for the selected scenario.
Account-level information
Use the Evaluation to add or update the client account itself, including the account type, owner, balance, and other fields Planworth displays. After reviewing an account record, open the intended scenario and verify its visible assumptions, sliders, and toggles.
Scenario-level controls
Use the open scenario for a planning variation, such as:
changing an assumption for that scenario
testing a slider value
adding a contribution, transfer, access, sale, or other toggle
changing deposit or withdrawal order within the scenario
Use these controls for the selected scenario. Use the Evaluation separately when reviewing the account record.
Auto-Generated toggles
Some toggles show an Auto-Generated badge. That badge identifies their Evaluation origin, and Planworth may prevent their deletion in Financial Insights. Follow the visible deletion message. The badge does not establish when or how the toggle was created, updated, or linked.