1. TOTAL Planning Suite Settings/Defaults Tutorial

2. Settings and Defaults Sets up program defaults that are automatically used when a new contact is created. Benefits: –Elimination of repetitive data entry for each new contact. –Maintaining a consistent planning profile. Each default entry can be overridden for a specific scenario.

3. Settings/Defaults Menu From the Tools menu, select “Settings/Defaults – New Contacts”.

4. Settings Select from the “Settings” list to establish your personal preferences for a variety of items.

5. Account Types Add/Delete/Revise Account Types. You could identify different types of clients: “Commission”, “Hourly fee”, “Annual Retainer”, “Pro-Bono”. You can set up a number of Account Types, then specify the Account Type for each contact as you enter contact data. The Contact List can be filtered to display only clients of a certain Account Type.

6. Asset Classes On the Asset Class window we will provide “default” classes, using a performance based identification. You may change the names, or add up to 21 classes of your choice.

7. Asset Classes, cont. An example of revised and additional classes is shown above, including default rates. Reminder Set up asset classes BEFORE you start entering contact data, otherwise you will need to revise each contact record that was entered prior to the changes.

8. Asset Class Allocation After entering Asset Classes, go to the Allocation tab. Suggested allocation percents. Click this button to edit the allocation percents. Each column must total 100%

9. Assets (Rates) This check box will override rates at retirement age. Uncheck this box if you do not want asset rates to change by default. Set up “default” rates for each asset type. Default rates are used if you do not specify actual rates when entering assets.

10. Assets (Reinvestment) Use this section to tell the program how to reinvest surplus cash flow. Click Edit Allocation to make changes.

11. Personal Expenses You may use our “default” list of expenses, or edit/add/delete/reorder items to create your own default list. Use these buttons to edit the list.

12. Company Information Optionally enter your company information. This information is not used for the reports.

13. Cover Page Logo/Title Add your logo to the cover page. Specify report titles for Easy Money and Golden Years.

14. City - State If you have many clients in the same city, state, zip, etc. use this form to have these items auto-filled for new contacts.

15. Dependent Information Enter amounts for any items that you want auto-filled.

16. Report Defaults Report setting options.

17. Dialogs Turn functions for creating/displaying new contacts/scenarios on or off. Check this box for the program to automatically check for updates.

18. Scenario Set up various default rates and estate/income tax options.

19. State Taxes State Tax allows you enter state tax information. Go to HELP [press F1 while in the program] for instructions. Click here to find state tax info on the Internet.

20. Survivor Basic defaults for survivor and estate reports.

21. End of SETTINGS Tutorial