New Forecaster Plans

To begin your new Forecaster plan, you must enter your financial data. To do this, you have two choices: the quick start method that assumes a typical financial situation, or the detailed method that lets you specify your situation by defining each account.

You can use the quick method to get started. This is the easy way to specify a base plan. The quick method results in a basic specification of the persons and accounts of your situation. Then you can easily edit the plan later to change or to add more of your specific financial information.

After the quick start method has created your basic plan, you can edit the resulting plan to modify it or add persons and accounts as desired. You work using the detailed method at this point, using the basic plan already created.

You can skip the quick start method and go directly to the detailed account-by-account method to get started. The detailed method lets you specify each person and each account to describe your financial situation. You can specify as many persons and accounts as desired. Each account lets you specify financial instructions that apply to the account. These instructions are deposits, withdrawals, costs, transfers, and beneficiaries.