NaviPlan Extended Windows-based
Training & Support
Quick Tips
NaviPlan Extended Quick Tips
Change the appearance of a graph to suit your needs
Changing return rates for a specific asset
Comparing plans, reports, and graphs
Copying asset class weightings settings to another computer
Creating your favourite reports & graphs
Creating strategies in the Assets category
Downsizing a home for retirement in NaviPlan Extended
Duplicating and renaming concepts
Entering an existing RRSP Homebuyer's plan
Entering an RESP asset in NaviPlan Extended
Entering strategies through the Planning Assistant™
How incomes are taxed in NaviPlan Extended
How to edit and export reports
Including chilren's education expenses in the Plan Analysis window
Liabilities: Bring Proceeds into Cash Flow
Plan Analysis Highlights report
Keep all your client details in one place
Restoring the document package icon
Restoring the printer icon to the desktop
Targeted deficit coverage vs. full deficit coverage
Taxable benefits vs. other taxable benefits
Tracking the difference between plans
Turning off the emergency fund goal
Using the Education Goal Calculator
Using the File Cabinet to store client files
Using the CTRL key as a shortcut to categories
Using Help in NaviPlan Extended
Working with the Emergency Fund feature
Simplify editing document packages - removing the read only attribute
