General FAQs
Top searched articles, common questions, and general tips.
- Rebase a Scenario in New Year
- Search for Clients or Show all Clients
- Does Snap Projections have a budget sheet to itemize Base Expenses?
- Creating Your First Projection
- Financial Planning Questionnaire
- Automatic or Manual Cash Flow Management (CFM)
- Copying Scenarios
- Creating a Report
- How to Change the Retirement Age Setting
- Using Overrides
- Clearing Overrides
- Line of Credit - Borrowing Against an Asset
- Creating an Optimal Financial Plan
- Adding a Corporation
- Software updates that materially impact plan results