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Old Client Data Populating

This note applies only to PRO version.

 

Noticed on this older report about "old client data populating" new client files...

it is because they clicked on "Save as Default Data" on file menu while a client file was open.

That pushes a client's data into the defaults file and that file is used as the starting point

of all new files.

 

The only solution is to close the program.

Manually delete the defaults file on the hard drive.

Restart the program.

 

The defaults file is located at:

 

My Documents\Torrid Technologies\Retirement Savings Planner\defaults.dat

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