What does Restore change, and will it keep my current investment values?
Where to find it: SAVED RUNS & SCANS → Restore
Restore brings a saved scenario’s settings back into your current workspace. It can replace incomes, expenses, automatic savings, priorities, life events and other planning choices, and remove entries absent from that scenario. Save the current plan first if you need to return to it.
Restoring is designed to retain updated financial information where applicable. Investment values and investment settings are not restored from the old snapshot; current loan balances, tax information and contribution histories are also retained according to the restore rules. Dated rate entries are kept current rather than simply overwritten with old rates.
The restored scenario is ready to review and run with current information. It is not a promise to reproduce the old result exactly on a later date. View the saved report itself when you want to see the calculation that was originally produced.