OnePlanOnePlan User Guide Financial PlansHow do I use the OnePlan Financial Planner? (Video)

How do I use the OnePlan Financial Planner? (Video)

This article contains a video that shows how the Financial Planner works and how to use it.

Topics include: 

  • Financial Plan terminology & navigation
  • Menu options
  • How to build a plan
  • How to import
  • How to export
  • How to copy cost types