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Planner - Introduction

In the Planner you will build your current financial plan, and make revisions to your plans that better achieve your goals and successful financial flow. You will likely begin the Planner with the results of your session with the Questionnaire, which make its easy to get started with the Planner and see how it works. 

As you make changes to your accounts, you'll see live updates in the chart and data views as to how these changes influence your results. To see a different range of events, click the Timespan button in the toolbar to adjust.

Several additional configuration options are available in the Preferences window.

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