Tips & Tricks
Various tips and tricks from users. Vote for the most helpful tips.
- How do we treat incomes/goals that span over a long period of time?
- How do I manage Household Members?
- When should I use each life expectancy method?
- Why use multiple rates for discounting goal levels?
- Is there a form that I can use to gather client household information?
- What if I forget my password?
- How does goalgamiPro handle recurring goals?