Strategy for evaluating significant mid-year change

First post for me. I've used PRC Gold and Online for an almost 2 years. Mid-year, we made an unplanned cash purchase of an investment property. Almost done with the renovations required to insure it for renting, I'd like to use PRC to compare financing scenarios. E.g., I'm retired, so should I refinance to cover annual expenses or draw down investments? My thought was to backup my current work (which has no record of the purchase and renovation) and start a brand new plan with current assets as though it were the beginning of the year (2025 or 2026).

Does anyone have any experience with this or advice?