This page collects videos to introduce you to FarPlanner, and to learn specific aspects of FarPlanner. Together, these videos can help you create a realistic and insightful financial plan looking decades into the future.
Introducing FarPlanner
This video provides a quick overview of FarPlanner’s many financial planning features.
Building and Maintaining Your FarPlanner Plan
After installing FarPlanner, take a look at this video to learn more about how to start building up your first financial plan.
Importing Actual Bank Data To Improve Your FarPlanner Plan
This video details how you can import actual CSV and QIF formatted files info FarPlanner, as exported from your bank accounts. This can help improve FarPlanner’s forecast of your plan.
Rebalancing and Allocating Across Your Accounts With FarPlanner
This video details how FarPlanner can suggest account transfers that you and your financial planner could consider making now, based on your plan.