Planit:Add Manual Snapshot

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In this Video you will Learn...
How do I add a snapshot to use for comparison in my client's financial review?
• Manual snapshot for summary historical comparison
• Data entry example
• Save new snapshots when you review Planit client data

Keep on Track! Continue training on...
Administration

Other Related Topics
Financial Planning Review Review Process


The material in this video may differ somewhat from what you see on your site due to difference in version, jurisdiction, corporate content or access level. Regardless of these differences most of the core functions are consistent across all sites, so you'll be able to benefit by and large from what you learn in this video.


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Here’s an example of our “Manual Snapshot” screen. You’ll note that the first tab allows you to capture the date of the review. In the example we saw above, we actually saved data from the 2009 and 2010 plans that were done for the client.

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The Net Worth tab allows you to capture all of the key information about the client’s assets, liabilities and savings.

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And on the cash flow screen you can capture information about the client’s income and taxes.

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By entering information from previous plans done for the client, you effectively can start using the review process right away with your clients. You don’t have to wait a whole year to get a second snapshot for comparison purposes. Just use the current data for the client and put in summary details from their past plans and you can start to see progress and trends right away. You might even have done your previous review using some other software tool since the manual snapshot captures information that can typically be gleaned from any financial planning tool you might have used in the past.