Add each liability in the client's Evaluation, using current client records as the source.
Add a debt
Open Evaluation, then Preliminary.
Under Debt, select the applicable debt type.
Open the debt section made available by that selection.
Add the liability using the fields shown.
Save the entry.
Confirm the saved liability appears in the Evaluation.
Mortgage and HELOC choices require a personal real-estate type first.
Review the result
In the intended Financial Insights scenario, record the scenario, year, and relevant Details rows. Compare them with the saved debt entry without assuming how Planworth calculates payments, interest, tax treatment, net worth, or debt-goal results.
If the entry is saved but missing from the expected view, contact Planworth Support with the debt label, saved values, scenario, year, and displayed result.