The Dashboard

The username of the client you are working on will always show on the top of the left menu.

You can use the link in the top navigation bar from any page to see your client list and select a client to work on.

Use the left menu on the left to navigate to your client's information.

It is best to enter your data in the order listed.

The labels on this page show a summary of your inputs. Any red label indicates data needs to be entered or updated before running the TIME MACHINE.

Page specific Help is available for all pages on this site. Simply select the "Help for this page" button in the top navigation bar.

There are also additional FAQs for registered users in the Forum, and the eBook has extensive information on financial planning for Canadians using the MoneyReadyApp. They are found on the top menu.