Here’s how in 3 easy steps:
Go through the input sections (Income/Expenses, Rates, etc.) and make any changes you would like to see as defaults.
Go to File and select Save As.
C:\Users\[User name]\AppData\Roaming\Money Tree Software\Silver Financial Planner 4.0
This will change your defaults in Silver. When you go back to File and select New, the new file opened will reflect your changes.
After confirming your defaults have been saved, we recommend that you go to File -> Open, and navigate to My Documents/Money Tree Software/Silver Financial Planner 4.0 (or wherever you typically save your Silver files). Open the Sample file (or any other client file). Then choose File -> Save. This way, the last file you opened and saved will be in your default folder, instead of the AppData folder.
A defaults section is available within Settings. This provides control over the planning variables automatically populated when a new plan is created. Defaults include items like increase rates on earned income, inflation rates for expenses, rates of return and tax rates.