Open Advisor Settings from the account menu.
Open Financial Insights Settings.
Select Excess/Deficiency.
Arrange the visible deposit and withdrawal items using the controls shown.
Select Save.
Saved Advisor Settings provide the starting deposit and withdrawal order when a new scenario is created. Changing Advisor Settings later does not change an existing scenario, and copying a scenario keeps the source scenario's order.
For one scenario, review or change its saved order under Assumptions → Excess/Deficiency. An Excess/Deficiency Order Override toggle can replace that scenario order for the dates saved on the toggle.
If a new scenario does not show the expected starting order, contact Planworth Support with the saved Advisor Settings order and the order shown in the scenario. The advisor decides the appropriate client-specific order.