Setup

Paycheck Planner Setup page has a few controls to easily set the parameters for your projection.

Toolbar

  • Setup - go to Plan and Monitor
  • Help Desk - submit a question or issue report

Entry Fields

  • Select Calendar field should list all calendars the logged-in user owns. Leaving calendar unselected will result in errors in the Plan and Monitor page. 
  • The initial balance is the amount of money you have at the beginning of the selected period of time.
  • Initial and end date fields set the period of time to run projection for. As expected, the initial date must be before the end date