Copy and Paste Financial Plan Rows

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This article explains how to use the Copy Row and Paste Row features of the OnePlan Financial Planner.

To copy and paste a row of financial data, click the contextual menu for the desired row, and select Copy Row. Then, locate the row where you want to paste the data. Click the contextual menu for that row, and select Paste Row. The row will retain its original Cost Category name, but will be populated with the financial data from the other row.

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