The cash plan you need

Intro Adding Cloning Editing Deleting Switching between cash plans Sharing a cash plan Backing up/restoring Deleting old information Auto-fill lists

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The cash plan you need

Cash plan

Adding

Adding a cash plan image 01

To add a cash plan, start by clicking on the Cash Plans button.

Adding a cash plan image 02

If the backup reminder option is turned on, in the Backup Reminder message box, either click on the Yes button to take a backup of the open cash plan or click on the No button.

Adding a cash plan image 03

In the Cash Plans window, click on the add icon to open the New Cash Plan window.

Adding a cash plan image 04

In the New Cash Plan dialog box:

  1. Enter a Name for the new cash plan
  2. Optionally, enter a name for the Checking account being managed with the new cash plan
  3. Click on the browse button to select or add an empty folder for the new cash plan
  4. If the cash plan is an advance plan, check the Advance plan ... checkbox and select the start date
  5. Click on the OK button
Adding a cash plan image 05

The new cash plan is listed in the Cash Plans window. To open the new cash plan either:

  • Select the new plan and click on the Open button, or
  • Double-click on the new plan.

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