Planit:Introduction to the Savings Screen (Canada)

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There is more than one way to learn about PlanPlus Planit. Check out our other Training options, from structured tracks around planning types, to self-serve, mix-and-match topics.

In this Video you will Learn...
What do I enter on the Savings Screen?
• Purpose of the screen
• Overview of data entry required

Keep on Track! Continue training on...
Getting Started Integrated Planning
Modular Planning Life Planning
Savings Screen

Other Related Topics
Summary Assets and Liabilities (Canada) Employer Contributions Add or Tier Savings

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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The Savings screen: Items entered on the Assets &Liabilities screen flow through to the Cash Flow Management screen and ultimately then show up here on the Savings screen.. This identifies the savings that the client is currently doing. You also have the ability add future savings, tier savings and also add employer matches and grants.