NaviPlan Standard Windows-based
Training & Support
Quick Tips
NaviPlan Standard Quick Tips
Annually realized capital gains vs. capital gains upon disposition
Changing the appearance of a graph to suit your needs
Changing return rates for a specific asset
Comparing reports and graphs using NaviPlan's Comparison feature
Copying asset class weightings settings to another computer
Downsizing a home for retirement in NaviPlan Standard
Duplicating and renaming concepts
How incomes are taxed in NaviPlan Standard
How to edit and export reports
Keep all your client details in one place
Restoring the printer icon on the desktop
Save data entry time using the Duplicate button
The Overview tab in the Planning Assistant category
Tracking the difference between plans
Using auto-fill to project future premiums, CSVs, and death benefits
Using the File Cabinet to store client files
Using the CTRL key as a shortcut to categories
Using the Explain feature in NaviPlan Standard
View Loan Schedule in NaviPlan Standard
Working with the retirement goal category
