Running Your Base Plan

To run your base plan, choose the Base Profile and click the "run report" button in the Base Profile panel.

After a few seconds, the report will appear and show you the Lifetime Balance Sheet report. Every time you run the base plan you will go through the slideshow until you click the "skip to details" link. If you click the "skip to details" link you will, from that point forward, go directly to details.

It is a very good idea to read through the text below each chart or table. Note too that many of the reports give you the option to view it as a chart or a table. Sometimes charts can be helpful and sometimes tables with rows and columns are more clear. You should look at data both ways to see which way works best for each report.

When viewing reports, particularly when you are new to the program, it's a good idea to look at each of the detailed reports and get a sense of which are "high level" and which provide more detail. For example, Income Overview and Spending Overview summarize the details found in their respective sub-reports. New users often find the Year at a Glance (YAG) report a helpful way to get a bird's eye view of the accounting. Click open the links found within that YAG report.