How to Clear Entire Platform Back to Defaults

There is not currently a function to reset the platform back to it's starting defaults, but it can be done manually.

1. Go through the Discovery and Foundation Phases and remove all values
2. Check the Discovery > Net Worth Chart and Cash Flow Charts to ensure that no income or assets/debts remain

3. Then go to Planning > Projections and click "New" scenario to make a fresh scenario. This will create a scenario which removes any overrides or AI strategies you have added.

   

4. Click 'Base Scenario' using the button in Planning > Projections
5. Delete all previous scenarios