Locating the Financial Intelligence Setup Module

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Planning Maestro has five modules:

The Financial Intelligence Setup module contains setup or “behind the scenes” applications tools that enable you to set up your budget. 

This document shows you, a Planning Maestro user, how to open the Financial Intelligence Setup module.

Short video:

 

Step 1: Click on the icon in the top left and select Financial Intelligence Setup.

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Step 2: Select a Plan to view.

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Step 3: On the Financial Intelligence Setup page, select the application you want to open.

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