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Help

Registration

Take a quick how-to tour of the registration process


Settings

How to configure The Finance Planner. Overview of the main settings


Tariff Plans

Quick Overview of the Tariff Plans and available features


Accounts Structure

Hierarchy of the Accounts in The Finance Planner


Create Simple Transaction

A story about how to create a Simple Transaction


Create Elastic Transaction

Creating advanced Elastic Transaction in The Finance Planner


List Simple Transactions

Working with the transactions list (simple form)


List Elastic Transactions

Working with the transactions list (elastic form)


Loans

Loans in The Finance Planner


Transaction Templates

Quick way to create typical transactions


Finance Schedules

Plan your future


Automatic Planning

Let us plan for you


Bank Credits

Tracking Advanced Bank Credits in The Finance Planner


Warehouse and Purchase List

Tracking goods and creating Purchase Lists


Business

Doing Business and sending Invoices


Project

Project Planningr


Dashboard

Dashboard and mini-apps


Finance Advisors

Cooperating with professional Finance Advisors



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ver. 24.3.0.4, September 15, 2024
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