Learn about a complete Planner session
Tip: For easier reading, click 
(above).
The first time you visit the Financial Planner, itÆs a good idea to go through it in the order suggested by the Planner Map (main screen of the Financial Planner).
1 Click Watch a video about the Planner for an overview of the entire Planner.
2 Click Lifetime Planner to tell Money about your current situation and your lifetime goals.
3 Click Next in the upper-right corner to move through each part of the Lifetime Planner. Add information to your plan as prompted by each new screen.
4 At the end of the Lifetime Planner, you'll see an Action Plan. Review this, and then click Finish in the upper-right corner.
5 Click Debt Reduction Planner to document the outstanding debt you want to pay off.
6 Click Next in the upper-right corner to move through each part of the Debt Reduction Planner. Add information to your plan as prompted.
7 At the end of the Debt Reduction Planner, click Finish in the upper-right corner.
8 Click Budget Planner to create a budget that will help you meet your financial goals.
9 In the left pane, click Getting Started and follow the instructions on the screen.
10 Print your plan by clicking the File menu and then clicking Print. Click Complete financial plan.
Once you enter your information for the first time, you can come back any time and update it. Just go to the screens you want to make changes to, and then view your forecasts to see the impact your changes had.
Why bother to plan?
What do I need to get started planning?
How do I create a Debt Reduction plan?
How do I set up a budget?