General Questions and Help

Ask questions. Get answers. This forum is moderated by Torrid Tech to help answer questions that come up.

• Mid-year update
• Duplicate Files Showing
• Cash infusion
• PDF - Print or Save Printed Report
• Printed Report - very small print
• Exporting to Excel - File does not open in Excel
• Social Security: Death of Spouse
• Why Social Security shows increase
• Adding A New Client in Professional Edition - 2017
• Charitable Contributions
• IRA Account - Non Deductible
• Do I Need To Update?
• Cash Infusions - Tax Rate
• Software Update Error
• Export Spreadsheet to Excel Equivalent Software
• Changing the End of Illustration Age
• Issue moving .dat file to new computer
• RetirementView questions
• ROTH contributions growing & changing
• Checking Infusion and sending reports via Infusion
• Printing Graphs for Advisers
• Moving Customer from Consumer to Pro Edition In Campaign Builder
• Issue a Credit for a Recurring InfusionSoft Payment
• Input for Income Streams from Notes and Annuities
• Modeling SS Benefits Where Wife Retires First
• How Annual Contribution is Handled
• How to send Data Files
• How to register a DLL in Windows 7
• Help I may need a Spyware scan
• My Computer Crashed, can I download again without paying?