2. Getting Started - The Future Planner Wizard

Adding your first current account

To get you started quickly we have included a Prediction wizard for the first current account you add to your planner.

If you have more than one account designated as current you will be asked to select an account


Once you have selected your current account suitable transactions will be highlighted. You can easily add/edit/delete these later, or you can skip this part and go straight to the future planner by clicking the skip button. The proceed button will only become active if one or more transactions are selected from the list. You can use the Add All? button to toggle on/off all the predictions selected.


You can also edit these predictions before adding them by clicking on the cog to the right of the prediction




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