Personal Financial Planner Update [Gold & Silver]
Hello Members!
In this week’s Feature, Fix, or Focus, we take last week’s Personal Financial Planner training.
Here are the updates I made for this training:
· Inflation Adjustment requested by Henk
· Pop-up Calendar added by Randy Austin
· Monthly Net Worth added by Randy Austin
Please don’t forget to add your requests for your own Feature, Fix or Focus each week when I post a new video, right here on Patreon. Each week I will either add a new feature, fix a bug or an issue, or create another training with a special focus on any part, all based on your feedback and comments.
Make sure to view the brand new and updated training and download the updated workbook in the attachments below.
Comments (4)
Got it thanks. Just need to print a monthly statement
Ok very good, you can use a new sheet, and run an advanced filter, based on dates and then print that sheet. I hope this helps and thanks so much.
Would love to be able to add other income or expense type other than whats on the dropdown list
HI Twane, thanks very much for your message. You can customize what is on the list by changing the Income & Expense types in the Admin screen. Please feel free to watch the training video to learn more. I hope this helps and thanks so much.