{"id":933,"date":"2023-01-01T12:00:04","date_gmt":"2023-01-01T12:00:04","guid":{"rendered":"https:\/\/moneywithkatie.com\/?p=933"},"modified":"2025-11-21T14:02:15","modified_gmt":"2025-11-21T14:02:15","slug":"2025-wealth-planner-faq-overall-support","status":"publish","type":"post","link":"https:\/\/moneywithkatie.com\/2025-wealth-planner-faq-overall-support\/","title":{"rendered":"\ud83d\udca1 A General Use Guide for the Wealth Planner"},"content":{"rendered":"<p><script class=\"TextAttributes-props\" type=\"application\/json\">[ {\n  \"type\": \"highlight\",\n  \"id\": \"8ddf8c29-47e4-4534-a027-d13cff5e434a\",\n  \"shape\": \"underline\",\n  \"isFront\": false,\n  \"isAnimationEnabled\": false,\n  \"animation\": \"draw\",\n  \"duration\": 0.5,\n  \"direction\": \"right\",\n  \"color\": {\n    \"type\": \"THEME_COLOR\"\n  },\n  \"thickness\": {\n    \"unit\": \"em\",\n    \"value\": 0.1\n  },\n  \"linecap\": \"square\"\n} ]<\/script><\/p>\n<div class=\"sqs-html-content\" data-sqsp-text-block-content>\n<h3 style=\"white-space:pre-wrap;\">First, we recommend watching <a href=\"https:\/\/youtu.be\/mdMWBR_3GRI\" target=\"_blank\">the tutorial<\/a> before diving in so you generally understand the flow of the product!<\/h3>\n<p class=\"sqsrte-large\" style=\"white-space:pre-wrap;\">Throughout the file, you\u2019ll find helper notes in two ways:<\/p>\n<ol data-rte-list=\"default\">\n<li>\n<p class=\"sqsrte-large\" style=\"white-space:pre-wrap;\">For examples and other quick tips, cells with a little black triangle in the upper righthand corner indicate a \u201chelper note\u201d that will appear if you hover over the cell.<\/p>\n<\/li>\n<li>\n<p class=\"sqsrte-large\" style=\"white-space:pre-wrap;\">For more complex features, you\u2019ll find \u201c<strong>Learn More<\/strong>\u201d pages linked throughout the product. If you\u2019re confused about how a number is being calculated or how to best take advantage of a feature, head to the \u201cLearn More\u201d page next to it.<\/p>\n<\/li>\n<\/ol>\n<p class=\"sqsrte-large\" style=\"white-space:pre-wrap;\">We\u2019ve also compiled <span class=\"sqsrte-text-highlight\" data-text-attribute-id=\"8ddf8c29-47e4-4534-a027-d13cff5e434a\">all FAQs<\/span> as well as any known bugs or issues <a href=\"https:\/\/moneywithkatie.com\/2025-wealth-planner-faqs\" target=\"_blank\">here<\/a>.<\/p>\n<p class=\"sqsrte-large\" style=\"white-space:pre-wrap;\">If there\u2019s no helper note or informational page associated with a feature and you\u2019re still having trouble, <strong>email support@morningbrew.com<\/strong> and someone will get back to you within 48 hours.  <\/p>\n<\/div>\n<hr \/>\n<p>  <script class=\"TextAttributes-props\" type=\"application\/json\">[ {\n  \"type\": \"highlight\",\n  \"id\": \"86143107-a168-4df1-b303-ce0cadc66bd0\",\n  \"shape\": \"wave\",\n  \"isFront\": false,\n  \"isAnimationEnabled\": false,\n  \"animation\": \"draw\",\n  \"duration\": 0.5,\n  \"direction\": \"right\",\n  \"color\": {\n    \"type\": \"SITE_PALETTE_COLOR\",\n    \"sitePaletteColor\": {\n      \"colorName\": \"darkAccent\",\n      \"alphaModifier\": 1.0\n    }\n  },\n  \"thickness\": {\n    \"unit\": \"em\",\n    \"value\": 0.1\n  },\n  \"linecap\": \"square\"\n} ]<\/script><\/p>\n<div class=\"sqs-html-content\" data-sqsp-text-block-content>\n<h3 style=\"white-space:pre-wrap;\"><span class=\"sqsrte-text-highlight\" data-text-attribute-id=\"86143107-a168-4df1-b303-ce0cadc66bd0\">Other Useful Reminders<\/span><\/h3>\n<ol data-rte-list=\"default\">\n<li>\n<p class=\"sqsrte-large\" style=\"white-space:pre-wrap;\">Be careful not to <strong>cut &amp; pasting<\/strong> cells. This can create #REF errors. (Copy &amp; paste is fine.)<\/p>\n<\/li>\n<li>\n<p class=\"sqsrte-large\" style=\"white-space:pre-wrap;\">Only change data in the <strong>white<\/strong> cells. Colored cells have formulas in them to make the Planner work!<\/p>\n<\/li>\n<li>\n<p class=\"sqsrte-large\" style=\"white-space:pre-wrap;\">Avoid <strong>adding<\/strong> or <strong>deleting<\/strong> rows &amp; columns. (Hiding rows and columns is fine.)<\/p>\n<\/li>\n<\/ol>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>First, we recommend watching the tutorial before diving in so you generally understand the flow of the product! Throughout the file, you\u2019ll find helper notes in two ways: For examples and other quick tips, cells with a little black triangle in the upper righthand corner indicate a \u201chelper note\u201d that will appear if you hover [&hellip;]<\/p>\n","protected":false},"author":178814,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[54],"tags":[68],"class_list":["post-933","post","type-post","status-publish","format-standard","hentry","category-wealth-planner-support","tag-wealth-planner-support"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>\ud83d\udca1 A General Use Guide for the Wealth Planner - Money with Katie<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/moneywithkatie.com\/2025-wealth-planner-faq-overall-support\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"\ud83d\udca1 A General Use Guide for the Wealth Planner - Money with Katie\" \/>\n<meta property=\"og:description\" content=\"First, we recommend watching the tutorial before diving in so you generally understand the flow of the product! 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