TUTORIALS
Annual Spending
Plan for Wealth Building
Here are our latest updates!
Updated 3 Month Snapshot – 05 July 2023
Easier to use. Faster to complete. Download this file in the app.
System Requirements: Excel for PC or Mac; Macros-enabled file capability
Import transactions
Now you can complete the 3 Month Snapshot faster by importing transactions from a CSV file into each month.
Navigation Buttons
Instead of scrolling through each month, you can now jump from one month’s transactions to another using the navigation buttons.
More transaction rows
You shouldn’t run out of rows for your transactions. There are plenty available without having to manually add rows.