TUTORIALS

Annual Spending
Plan for Wealth Building

Watch the videos below to learn how to complete each tab of your Annual Spending Plan for Wealth Building.

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The Fundamentals

Annual Spending Plan for Wealth Building Overview

How to Complete the Three-Month Snapshot

How to get the Categories in the 3-month Snapshot into your Annual Spending Plan

Importing transactions – 3 Month Snapshot (05JUL2023 version)

How to Create Your Annual Spending Plan

How to Use the Account Buckets Tab

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More Video Tutorials

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