What is the quickest way to enter my first plan?
Where to find it: DASHBOARD → Use Quick Entry to fill out this empty dashboard
On an empty DASHBOARD, select Use Quick Entry to fill out this empty dashboard. Complete the household questions and submit the form. It creates starting entries so you can work with a plan without adding every item individually.
Review what was created rather than treating it as complete. Follow the main menu through PROFILE, LIFE EVENTS, pensions, incomes, accounts, property, loans, insurance, expenses and savings as applicable. Red dashboard labels identify information needing attention.
Use actual current account values. Review the expenses created for before and after retirement, removing any loan payments or insurance premiums already entered separately. Complete contribution room and current-year tax information when you open TIME MACHINE.
Use Help for this page in the top navigation for instructions about the current screen. The eBook provides the complete manual. Save each form and complete any follow-on form before moving to another section.