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 after tax spending?
- Creating Your First Projection
- Creating a Report
- Renaming Scenarios
- Editing Original Scenario Details (Client Information, Province, Retirement Age, Inflation, and Rates of Return)
- How to Change the Retirement Age Setting
- Automatic or Manual Cash-Flow Management (CFM)
- Using Overrides
- Clearing Overrides
- White Labelling
- Creating an Optimal Financial Plan