Program overview

A quick tour

The You Need A Cash Plan user interface is organized to put all elements of your household finances at your fingertips in one place. The intent here is to give you a feel for the program’s geography, not to explain anything.

A quick tour image 1

You Need A Cash Plan main user interface

1 - Cash plan spreadsheet for the open cash plan - Much of the functionality for the spreadsheet and the items listed in the spreadsheet is accessed from the menu bar and by right-clicking on a row. The Plan admin menu is where you open the Debt-To-Income ratio and Net worth pages (examples below).
2 - Open cash plan - The name of your open cash plan and, if entered, the name of cash plan's checking account.
3 - Cash plans - Click on this button to maintain your library of cash plans as well as switch to another cash plan.
4 - Accessories - Buttons for opening the reference Calendar and the Contacts, Calculators, and Help pages
5 - Favorite Contacts - The clickable list of contacts that you have flagged as favorites.
6 - Old info last delete - The date on which old information was last deleted in the open cash plan.
7 - Slider bar - You click on a button in the slider bar to open the slider for (top to bottom as shown above):

  • Income (example below)
  • Checking account
  • Allowance
  • Bills
  • Credit cards
  • Sinking funds
  • Savings

Slider example

The sliders are where you have access to features, which include:

  • Adding, editing, cloning and deleting cash plan spreadsheet elements
  • Toggling the Include in Cash Plan option for listed cash plan items
  • Reordering how items are listed in your cash plan
  • Managing your checking account
  • Editing your allowance setup and getting your weekly allowance
A quick tour image 2

You Need A Cash Plan main user interface with Income slider open

Debt-To-Income Ratio page example

Each of your cash plans in You Need A Cash Plan has its own Debt-To-Income Ratio page. Updating your DTI at any time is a matter of editing items that have changed since the last update.

A quick tour image 3

You Need A Cash Plan Debt-To-Income Ratio page

Net Worth page example

Each of your cash plans in You Need A Cash Plan has its own Net Worth page. Updating your Net Worth at any time is a matter of editing items that have changed since the last update.

Net Worth example

You Need A Cash Plan Net Worth page