In this chapter we have briefly introduced you to MasterPlan. You have learned
How to launch MasterPlan
How to load a sample client family (John and Mary Demo),
How to match the sample client with a Tax/Cash Flow Form,
How to send reports directly to the screen for quick viewing,
How to send a more stylish formatted report to Microsoft Word,
How to create graphs, and
How to exit the program.
In the next chapter, we will show you how to create a new client and how to quickly enter summarized data.
We will assume that you will know how to switch to Word, how to send reports directly to the screen, and how to graph.