Not quite sure where to start? Here are some tips and help to get started.
Decide on which Software is Right for you
If you are a financial advisor, insurance agent or other professional creating plans for others, then you need the Professional Edition. For a one person plan get the Personal Edition. If you are married, get the Couples Edition.
Download and Install the software
You can download the demo at any time from our website. Go to the downloads page:
http://www.torrid-tech.com/downloads/downloads.html
Check out the Tutorial Videos:
These will help you get going the FASTEST. Watch these videos. Go here and select Consumer or Professional.
http://www.torrid-tech.com/how2_videos
Get your Bearings on the Main Screen:
Start by entering data on bottom left of the screen. (If Pro version, start by creating a new client file first).
Hit Tab or ENTER to move to next field after changing a value. The "plan" will update automagically when you do that.
Right side top buttons let you switch "views" between the Savings graph, Income graph and Spreadsheet. If you aren't a numbers person, stay away from the Spreadsheet, it will scare you away. It's there mainly for those that really like to scrutinize "the numbers".
Buttons on the right for Investments, Cash Infusions, Special Expenses let you get more detailed after you have entered main info at bottom of main screen.