Select the account types in Preliminary, then add each account in Savings.
Add an account
Open the client's Evaluation, then Preliminary.
Use Investment Accounts, Retirement Accounts, or Other Accounts/Info to select the applicable account type.
Open Savings.
Choose the section made available by the Preliminary selection.
Add the account using the fields displayed.
Save the entry.
Repeat for each account, then confirm every saved account appears in the Evaluation.
Review Preliminary and the applicable Evaluation sections before adding an account.
Review the saved account
Open the intended Financial Insights scenario and record the scenario, year, account label, and relevant Details rows. Do not infer contribution room, withdrawal order, returns, tax treatment, or projection behaviour from the account type alone.
If a selected account section does not appear, or a saved account is missing from an expected view, contact Planworth Support with the Preliminary choice, saved account label, scenario, and visible state.