Please note: Our office will be at limited capacity from July 15th through the 19th. We will hosting our Spending Game Summer School at Bryan College in Dayton TN!

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Need to Change Client Age or Projection Age for Existing Scenario & Accounts

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If you realize you put the wrong age for a client or the wrong projection date in your Spending Game scenario Overview and need to change it after adding/creating accounts, you will need to verify the information in every account that you are making contributions or in-flows through.  The best practice is to make sure that your overview is 100 percent accurate before you add accounts but if you have to make a change be sure to screen your accounts carefully.

 

 

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