PPlanWiki - User contributions [en]

Import Transactions

2012-02-29T20:26:53Z

69.134.173.245: /* View Imported Transactions */

=Transaction Import=
Principla Plan transaction import allows the user to import transactions from a file. These can be in the form of a QIF or a OFX file.

==File Menu==
[[File:import_menu.png]]

To import a file selecet "File" then "Import" then whatever type of file you are importing.

==Dialog Box==
[[File:import_dialog.png]]

====Account====
Select which account to import transactions into.

====Import Automatically====
''Import Automatically'': Imports only new transactions and ignores transactions determined to be already in the system. If unchecked, all transactions in the file will be imported.

''Unclear Missing Transactions'': Unclears previously cleared transactions, if they are not listed in the new import file, but should be.

''Assume Check Numbers are Unique'': Assumes that check numbers are unique. In some rare cases, banks reuse numbers which will confuse the import algorithm.

''Max valid check number'': Some banks use very large check numbers to indicate other types of transactions. You can indicate that these are not checks by setting a max valid number.

''Matching Threshold'': The maximum number of days between an existing transaction's date and the import files post date. If the dates are too far apart, the system will assume they are not the same transaction. This is ignored for checks, which often clear the bank many days after the date they are written.

====Data Transformation====
''Envelope'': Select the default envelope for all new transactions.

''Code +'': Enter the code value for all deposit transactions.

''Code -'': Enter the code value for all payment transactions.

==View Imported Transactions==
When you confirm your import options you are presented with an account ledger showing newly cleared, newly uncleared and any other uncleared transactions.

Allocation Plan

2012-02-29T11:06:14Z

69.134.173.245: /* Closing and Saving the Allocation Plan */

==Overview==
[[File:AllocationPlan.png|400px]]

The Allocation Plan brings together Income [[Templates]], allowing them to be viewed and edited side by side. This allows you to see how all of your income is allocated over the course of the month (or any other time-frame). You might get paid twice a month and your spouse may get paid once. You could create Templates for each income source and edit them side by side in the Allocation Plan.

===Adding and Creating Income Templates===

Press the plus sign to add an existing Template, or to create a new one.

[[File:NewAPTmp.png|250px]]

'''Type:''' is usually "Regular Multiple".

'''Name:''' A unique name to identify the Template.

'''Amount:''' Optional total amount of income source. You will edit this in the Allocation Plan.

'''Frequency:''' How often you receive the income: once a week, once a month, once every two weeks, etc. Important note: Receiving income twice a month is not the same thing as receiving it every two weeks.

===Creating, Adding and Editing Envelopes===

To add an Envelope from the Allocation Plan, you can simply enter a new name on a blank line, if the Envelope already exists but is not currently included in the Allocation Plan, it will now be included. If the Envelope does not exist, it will be added to the system. If you edit an existing Envelope name, Principal Plan will '''not''' change the existing Envelope's name it will either create a new Envelope, or it will begin including the existing Envelope with the new name.

===Changing the View Mode===

You can change the view mode in the Allocation Plan to see how your plan looks based on different time spans. This will change the values based on the Templates' actual frequency. For instance, if you have an annual income source and view it on a monthly basis, the values will be divided by 12. If you edit those values, you may see the following warning:

[[File:AlteredAmount.PNG]]

The Warning: "The amount you entered will be altered slightly because the frequency of the income source doesn't fit perfectly with the current frequency of the Allocation Plan."

So, if you have a monthly income Template and you're editing it while viewing the Allocation Plan by year, the amount you enter will be divided by 12 and this may cause some rounding.

'''Warning! If you hate math, don't look at the next part.'''

Here's an example of rounding:

Situation: you are editing a value under a monthly Template while viewing the Allocation Plan by Year. You enter 1.99, and Principal Plan changes the value to 2.04, here's why:

1.99 / 12 = 0.1658333 -> rounds to 0.17 -> x 12 for annual = 2.04.

===Closing and Saving the Allocation Plan===

Press the OK button to save the Allocation Plan. If you Cancel, your changes will be discarded.

Installation

2012-02-21T14:24:44Z

69.134.173.245:

==Download Links==

You can download current and past releases here:

[http://www.ncidea.com/pplan-download.aspx http://www.ncidea.com/pplan-download.aspx]

==Windows Installer==

If you're running 32 bit Windows, you must install the 32 bit version. If you're running 64 bit Windows, you can install either the 32 bit or 64 bit version. We recommend you use the 64 bit version for better performance.

Installation Steps:

*Download and Run Installer
*Accept Default Settings, or Customize

==Mac OS X Installer==

The OS X Installer is delivered as an Apple Disk Image (DMG) File. The disk image contains the installer package.

Installation Steps:

*Download Installer DMG
*Mount DMG by Double Clicking it
*Open Installer Package by Double Clicking it
*Accept Default Settings, or Customize

==Next Steps==

*[[Start_Wizard|Getting Started]]
*[[Conversion|Converting Data from Previous Versions]]

Transaction Filter

2012-02-13T21:17:05Z

69.134.173.245: /* Transaction Filter Overview */

=Transaction Filter Overview=

[[File:Xfilt.png|640px]]

Principal Plan allows you to filter by eight criteria:

All filter text fields have the ability to be Case Sensitive, Exact Match and Regular Expression. For an introduction to Regular Expression see the [http://en.wikipedia.org/wiki/Regular_expression Wikipedia Article]

===Date===
Filter by Date fields must be in the format of MM/DD/YYYY, MM/DD/YY, or MM/DD.

===Code===
Filter by Code or by Check Number.

===Payable===
Filter by Payable To.

===Type or Envelope===
Filter by Multiples, Transfers or select a Single Envelope.

===Amount===
Filter by a Specific Amount or by an Amount Range.
Specific Amount returns both Payments and Deposits for the specified amount, regardless of sign.
The Amount Range must have the lower amount first followed by the greater amount.

===Cleared State===
Filter by Cleared, Not Cleared or Pending.

===Memo===
Filter by Memo Text.

===Import Sync===
Freshly Imported Returns all transactions imported since you started Principal Plan. Not Freshly Imported excludes said transactions.

Transaction Filter

2012-02-13T21:05:41Z

69.134.173.245:

=Overview=

[[File:Xfilt.png|640px]]

Principal Plan allows you to filter by eight criteria:
*[[Transaction_Filter#Date|Date]] - Filter by Date.
*[[Transaction_Filter#Code|Code]] - Filter by Code.
*[[Transaction_Filter#Payable|Payable]] - Filter by Payable To.
*[[Transaction_Filter#Type_or_Envelope|Type or Envelope]] - Filter by Multiples, Transfers or select a Single Envelope.
*[[Transaction_Filter#Amount|Amount]] - Filter by a Specific Amount or by an Amount Range
*[[Transaction_Filter#Cleared_State|Cleared State]] - Filter by Cleared, Not Cleared or Pending.
*[[Transaction_Filter#Memo|Memo]] - Filter by Memo Text.
*[[Transaction_Filter#Import_Sync|Import/Syncronization]] - Filter by Import State.

All filter text fields have the ability to be Case Sensitive, Exact Match and Regular Expression. For an introduction to Regular Expression see the [http://en.wikipedia.org/wiki/Regular_expression Wikipedia Article]

===Date===
Filter by Date fields must be in the format of MM/DD/YYYY, MM/DD/YY, or MM/DD

==Code==

==Payable==

==Type or Envelope==

==Amount==
Specific Amount returns both Payments and Deposits for the specified amount, regardless of sign.
The Amount Range must have the lower amount first followed by the greater amount.

==Cleared State==

==Memo==

==Import Sync==
Freshly Imported Returns all transactions imported since you started Principal Plan. Not Freshly Imported excludes said transactions.

PPlanWiki:Community portal

2012-02-13T15:07:35Z

69.134.173.245:

Please view our [[Main Page]] for more information about this Wiki.

File:Xitem-envmult.png

2012-02-10T11:03:10Z

69.134.173.245:

File:Xitem-actmult.png

2012-02-10T11:02:54Z

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Start Wizard

2012-02-10T10:53:58Z

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==Getting Started==

The Start Wizard is invoked in the following situations:

*You selected New from the File menu
*You started Principal Plan for the first time
*You started Principal Plan without specifying a file
*You started Principal Plan by creating a budget online

In each case, the Start Wizard will guide you through several steps to get started with a new Principal Plan file.

===Steps===

{| width="100%"

|- style="vertical-align:top;"|width="50%"

| [[File:Swiz1.png|300px]]

1. Provides a bit of information to get started. Press Quit to start without running the wizard, press Next to continue.

|width="50%"|

[[File:Swiz2.png|300px]]

2. Press the Add Account button for each Account you want to add to the system. Many folks find it easiest to start with one checking account, until they get the hang of it. There is no limit to the number of Accounts you can add to the system.

|}

{| width="100%"

|- style="vertical-align:top;"

|width="50%"| [[File:Swiz3.png|300px]]

3. To create an Account, enter a unique name, specify an Account type, specify a starting balance, a starting date and a note. One way to start is to use your most recent bank statement.

|width="50%"| [[File:Swiz4.png|300px]]

4. If you created a budget online, you already specified your income sources and you won't see this screen. On this screen you can press the Add Income button for each regular income source you want the Allocation Plan to include. When you hit Next, the Allocation Plan will be displayed. See more information about the [[Allocation Plan|Allocation Plan here.]]

|}

{| width="100%"

|- style="vertical-align:top;"

|width="50%"| [[File:Swiz5.png|300px]]

5. To create an income source, specify the type (usually Regular Multiple), specify a name, an amount, and the frequency for the source. Once a month would be 1 time, every 1 month. Every two weeks would be 1 time, every 2 weeks etc.

|width="50%"| [[File:Swiz6.png|300px]]

6. Hit Finish to begin using the new file.

|}

Start Wizard

2012-02-10T10:53:10Z

69.134.173.245:

==Getting Started==

The Start Wizard is invoked in the following situations:

*You selected New from the File menu
*You started Principal Plan for the first time
*You started Principal Plan without specifying a file
*You started Principal Plan by creating a budget online

In each of these cases, the Start Wizard will guide you through several steps to get started.

===Steps===

{| width="100%"

|- style="vertical-align:top;"|width="50%"

| [[File:Swiz1.png|300px]]

1. Provides a bit of information to get started. Press Quit to start without running the wizard, press Next to continue.

|width="50%"|

[[File:Swiz2.png|300px]]

2. Press the Add Account button for each Account you want to add to the system. Many folks find it easiest to start with one checking account, until they get the hang of it. There is no limit to the number of Accounts you can add to the system.

|}

{| width="100%"

|- style="vertical-align:top;"

|width="50%"| [[File:Swiz3.png|300px]]

3. To create an Account, enter a unique name, specify an Account type, specify a starting balance, a starting date and a note. One way to start is to use your most recent bank statement.

|width="50%"| [[File:Swiz4.png|300px]]

4. If you created a budget online, you already specified your income sources and you won't see this screen. On this screen you can press the Add Income button for each regular income source you want the Allocation Plan to include. When you hit Next, the Allocation Plan will be displayed. See more information about the [[Allocation Plan|Allocation Plan here.]]

|}

{| width="100%"

|- style="vertical-align:top;"

|width="50%"| [[File:Swiz5.png|300px]]

5. To create an income source, specify the type (usually Regular Multiple), specify a name, an amount, and the frequency for the source. Once a month would be 1 time, every 1 month. Every two weeks would be 1 time, every 2 weeks etc.

|width="50%"| [[File:Swiz6.png|300px]]

6. Hit Finish to begin using the new file.

|}

Introduction

2012-02-10T10:52:23Z

69.134.173.245:

[[File:Pplan_wordmark.gif‎]]

==Help Topics==

[[Contents|View an Index of all Help Topics.]]

==Introducing Principal Plan==

===The Envelope Budgeting System===

In the old days, before computers, online banking and credit cards, many folks used envelopes to help control their spending. Each time they got paid, they would allocate the money into envelopes each marked with a category like, groceries, clothes, church offering, etc.

When it came time to spend money, they would look inside their envelopes and know immediately how much they had to spend. When times were good, they might have enough to buy something extra and when times were tough, they stuck with the basics. In either case, this simple and reliable budgeting system kept track of how much money they had and enabled them to easily control their spending.

Not only was this system simple, it was very flexible. When one envelope was a little short, they could transfer cash from another envelope that had a little extra. They didn't have to remember how much they could spend on what, the envelopes always had the answer.

===Same Old System, Brand New Technology===

Like most personal financial software, Principal Plan allows you to manage your bank accounts using traditional ledgers that record individual transactions. You can track any kind of account: checking, savings, and even credit cards. You can sync with your bank by importing transactions online, or you can enter and edit transactions manually.

What makes Principal Plan different are the Envelopes. Every penny in the system is allocated to an envelope. When the system records money getting deposited into an account, the money is simultaneously allocated to one or more envelopes. When the system records money being spent, whether by check, credit card, or cash, the money is simultaneously deducted from one or more envelopes.

So, you might deposit $1000 in a checking account, allocating $500 of it to groceries, $200 to clothes and $300 to auto. When you go to the store and write a check for $200 worth of groceries, your checking account would be down to $800 and your groceries envelope would be down to $300. No need to remember how much you can spend on what. The Envelopes will always have the answer.

===Allocating Income Is Easy===

Using the old envelope system, it could be a bit of a pain to put the correct amount of money into the correct envelope. Big bills would have to be broken up. Principal Plan provides you with Transaction [[Templates]], which are like reusable transaction blue-prints. With Templates, allocating money to envelopes is simple and quick. When income is recorded, all you have to do is select the appropriate Template and the software does the rest.

And Income Templates can be easily viewed side by side in the [[Allocation Plan]], which allows you to see how all of your income is allocated over the course of the month (or any other time-frame). You might get paid twice a month and your spouse may get paid once. You could create Templates for each income source and view them side by side in the Allocation Plan.

===Links===

*[[Installation]]

*[[Start Wizard]]

Installation

2012-02-06T15:18:44Z

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Account Properties

2012-02-06T15:16:55Z

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===Edit Existing Account===

[[File:actpropdlg.png|300px]]

Specify the bank account name, type and other properties for existing accounts, or when creating new accounts.

===Add New Account===

[[File:actpropdlg-new.png|300px]]

When you add a new Account, specify the starting balance, the date and a note.

Select Envelope

2012-02-06T15:16:31Z

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==Envelope Selection==

[[File:SelectEnvelopeDlg.png|200px]]

Double click an Envelope, or single click to highlight, and then press OK. Press Cancel to close without selecting an Envelope.

Select Account

2012-02-06T15:16:08Z

69.134.173.245:

==Account Selection==

[[File:SelectAccountDlg.png|200px]]

Double click an Account, or single click to highlight, and then press OK. Press Cancel to close without selecting an Account.

Select Account

2012-02-06T15:15:44Z

69.134.173.245:

==Account Selection==

[[File:SelectAccountDlg.png|200px]]

Double click an Account, or single click to highlight, and then press OK. Press Cancel to close without selecting an Account.

===FAQ===

[Please feel free to edit this page to add a question.]

Installation

2012-02-06T11:32:57Z

69.134.173.245:

==Download Links==

You can download current and past releases here:

[http://www.ncidea.com/pplan-download.aspx http://www.ncidea.com/pplan-download.aspx]

==Windows Installer==

If you're running 32 bit Windows, you must install the 32 bit version. If you're running 64 bit Windows, you can install either the 32 bit or 64 bit version. We recommend you use the 64 bit version for better performance.

Installation Steps:

*Download and Run Installer
*Accept Default Settings, or Customize

==Mac OS X Installer==

The OS X Installer is delivered as an Apple Disk Image (DMG) File. The disk image contains the installer package.

Installation Steps:

*Download Installer DMG
*Mount DMG by Double Clicking it
*Open Installer Package by Double Clicking it
*Start Installer by Double Clicking it
*Accept Default Settings, or Customize

2012-02-06T11:07:15Z

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==Help Topics==

===Getting Started===
*[[Introduction|An Introduction]]
*[[Installation|Software Installation]]
*[[Start_Wizard|The Start Wizard]]

===Transactions===
*[[Edit_Transaction|Editing Transactions]]
*[[Transaction_Filter|Filtering Transactions]]
*[[Import_Transactions|Importing Transactions]]

===Reports and Printing===
*[[Print_Preview|The Print Preview Window]]
*[[Print_Ledgers|Printing Ledgers]]
*[[Print_Account_List|Printing the Account List]]
*[[Envelope_Activity_Report|The Envelope Activity Report]]
*[[Envelope_Summary_Report|The Envelope Summary Report]]

===Accounts===
*[[Account_Ledger|Account Ledgers]]
*[[Account_List|The Account List]]
*[[Account_Properties|Account Properties]]
*[[Select_Account|Selecting an Account]]

===Envelopes===
*[[Envelope_Ledger|Envelope Ledgers]]
*[[Envelope_List|The Envelope List]]
*[[Envelope_Properties|Envelope Properties]]
*[[Select_Envelope|Selecting an Envelope]]

===Templates and Allocation Plan===
*[[Allocation_Plan|Allocation Plan]]
*[[Templates|Transaction Templates]]
*[[Edit_Template|Editing Templates]]
*[[New_Allocation_Plan_Template|Adding New Income Templates]]

===Miscellaneous===
*[[Settings|Principal Plan Settings]]
*[[Registration|Registering Principal Plan]]
*[[Conversion|Converting Data from Previous Versions]]
*[[Build|Building Principal Plan (For Developers)]]

2012-02-06T11:06:08Z

69.134.173.245:

==Help Topics==

===Getting Started===
*[[Start_Wizard|The Start Wizard]]
*[[Installation|Installing Principal Plan]]
*[[Introduction|An Introduction to Principal Plan]]

===Transactions===
*[[Edit_Transaction|Editing Transactions]]
*[[Transaction_Filter|Filtering Transactions]]
*[[Import_Transactions|Importing Transactions]]

===Reports and Printing===
*[[Print_Preview|The Print Preview Window]]
*[[Print_Ledgers|Printing Ledgers]]
*[[Print_Account_List|Printing the Account List]]
*[[Envelope_Activity_Report|The Envelope Activity Report]]
*[[Envelope_Summary_Report|The Envelope Summary Report]]

===Accounts===
*[[Account_Ledger|Account Ledgers]]
*[[Account_List|The Account List]]
*[[Account_Properties|Account Properties]]
*[[Select_Account|Selecting an Account]]

===Envelopes===
*[[Envelope_Ledger|Envelope Ledgers]]
*[[Envelope_List|The Envelope List]]
*[[Envelope_Properties|Envelope Properties]]
*[[Select_Envelope|Selecting an Envelope]]

===Templates and Allocation Plan===
*[[Allocation_Plan|Allocation Plan]]
*[[Templates|Transaction Templates]]
*[[Edit_Template|Editing Templates]]
*[[New_Allocation_Plan_Template|Adding New Income Templates]]

===Miscellaneous===
*[[Settings|Principal Plan Settings]]
*[[Registration|Registering Principal Plan]]
*[[Conversion|Converting Data from Previous Versions]]
*[[Build|Building Principal Plan (For Developers)]]

Main Page

2012-01-24T22:01:30Z

69.134.173.245: /* Welcome to North Coast Idea Company's Principal Plan Wiki. */

[[File:pplan_wordmark.gif]]

[[File:screenshots.png]]

==Welcome to the Principal Plan Wiki.==

The purpose of this Wiki is to provide a Help forum for Principal Plan developers and users to share useful information about how to get the most out of the software. We've configured it to allow anyone to create and edit pages and all are encouraged to do so, provided the information you provide is helpful.

If you're new to wikis, you can learn about [http://www.mediawiki.org/wiki/Help:Editing_pages basic editing here], and [http://www.mediawiki.org/wiki/Help:Starting_a_new_page how to start a new page here]. Whenever possible, please include screenshots in your content.

We've embedded links to wiki pages throughout the software and sometimes you might find that opening a link takes you to a new page that doesn't have any content. This is a work in progress, so when this happens, please e-mail us with your question. We'll post the answer on the correct wiki page and let you know. The great thing is that the answer will be recorded for everyone else.

[http://www.ncidea.com Company website.]

Edit Transaction

2011-12-22T11:31:21Z

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===Simple Transaction===
[[File:Simple.png]]

===Transfer===
[[File:Transfer.png]]

===Account Multiple===
[[File:AccountMultiple.png]]

===Envelope Multiple===
[[File:EnvelopeMultiple.png]]

Edit Transaction

2011-12-22T11:31:01Z

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===Simple Transaction===
[[File::Simple.png]]

===Transfer===
[[File::Transfer.png]]

===Account Multiple===
[[File::AccountMultiple.png]]

===Envelope Multiple===
[[File::EnvelopeMultiple.png]]

Edit Transaction

2011-12-09T16:52:48Z

69.134.173.245:

===Comment from Mac Beta user===
Not sure what keys I'm entering to cause this, but many times at the end of entering data for a Simple transaction the type will change from Simple to Transfer.

===Support Response===
We'll look into this. Let us know if you can narrow down what might be happening.

Main Page

2011-12-09T12:07:35Z

69.134.173.245:

[[File:pplan_wordmark.gif]]

[[File:screenshots.png]]

==Welcome to North Coast Idea Company's Principal Plan Wiki.==

The purpose of this Wiki is to provide a Help forum for Principal Plan developers and users to share useful information about how to get the most out of the software. We've configured it to allow anyone to create and edit pages and all are encouraged to do so, provided the information you provide is helpful.

If you're new to wikis, you can learn about [http://www.mediawiki.org/wiki/Help:Editing_pages basic editing here], and [http://www.mediawiki.org/wiki/Help:Starting_a_new_page how to start a new page here]. Whenever possible, please include screenshots in your content.

We've embedded links to wiki pages throughout the software and sometimes you might find that opening a link takes you to a new page that doesn't have any content. This is a work in progress, so when this happens, please e-mail us with your question. We'll post the answer on the correct wiki page and let you know. The great thing is that the answer will be recorded for everyone else.

[http://www.ncidea.com Company website.]

Settings

2011-12-06T18:46:01Z

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===Application Settings===
[[File:SettingsDlgApp.png]]

----

===Account Settings===
[[File:SettingsDlgAct.png]]

----

===Envelope Settings===
[[File:SettingsDlgEnv.png]]

----

===Backup Settings===
[[File:SettingsDlgBku.png]]

----

File:SettingsDlgBku.png

2011-12-06T18:44:09Z

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File:SettingsDlgEnv.png

2011-12-06T18:43:34Z

69.134.173.245:

File:SettingsDlgAct.png

2011-12-06T18:43:20Z

69.134.173.245:

File:SettingsDlgApp.png

2011-12-06T18:43:00Z

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Settings

2011-12-06T16:02:41Z

69.134.173.245: Created page with "===Application Settings=== File:SettingsDlgApp.png ===Account Settings=== File:SettingsDlgAct.png ===Envelope Settings=== File:SettingsDlgEnv.png ===Backup Sett..."

===Application Settings===
[[File:SettingsDlgApp.png]]

===Account Settings===
[[File:SettingsDlgAct.png]]

===Envelope Settings===
[[File:SettingsDlgEnv.png]]

===Backup Settings===
[[File:SettingsDlgBku.png]]

File:Envpropdlg.png

2011-12-06T15:50:56Z

69.134.173.245:

Envelope Properties

2011-12-06T15:50:48Z

69.134.173.245: Created page with "File:envpropdlg.png"

[[File:envpropdlg.png]]

File:ImportDlg.png

2011-12-06T15:49:09Z

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Talk:Beta Program

2011-12-05T10:42:34Z

69.134.173.245: Blanked the page

Talk:Beta Program

2011-12-05T10:23:29Z

69.134.173.245:

Mac beta problems:
*Unable to create new file from File/New menu. Nothing happens.
*On imported file, unable to edit, create, delete, reorder, or group Accounts or Envelopes
*On imported file, balances not displayed with Account or Envelope name

----

Support Response:

We are not seeing these problems on our test system.

Perhaps we have a OS version issue. We are using OS X 10.6.8. What OS version are you using?

PPlanWiki:Community portal

2011-12-03T11:42:30Z

69.134.173.245:

Input for the Beta Program can be viewed here [[Beta Program]].

Help:Contents

2011-12-03T11:34:10Z

69.134.173.245: Created page with "If you're new to wikis, you can learn about [http://www.mediawiki.org/wiki/Help:Editing_pages basic editing here], and [http://www.mediawiki.org/wiki/Help:Starting_a_new_page how..."

If you're new to wikis, you can learn about [http://www.mediawiki.org/wiki/Help:Editing_pages basic editing here], and [http://www.mediawiki.org/wiki/Help:Starting_a_new_page how to start a new page here].

Whenever possible, please include screenshots in your content.

Account Properties

2011-11-29T04:33:38Z

69.134.173.245: /* Add New Account */

==Edit Existing Account==

[[File:actpropdlg.png]]

==Add New Account==

[[File:actpropdlg-new.png]]

When you add a new Account, specify the starting balance, the date and a note.

Main Page

2011-11-28T17:24:40Z

69.134.173.245:

[[File:pplan_wordmark.gif]]

[[File:screenshots.png]]

==Welcome to North Coast Idea Company's Principal Plan Wiki.==

The purpose of this Wiki is to provide a Help forum for Principal Plan developers and users to share useful information about how to get the most out of the software.

We've configured it to allow anyone to create and edit pages and all are encouraged to do so, provided the information you provide is helpful. If you're new to wikis, you can learn about [http://www.mediawiki.org/wiki/Help:Editing_pages basic editing here], and [http://www.mediawiki.org/wiki/Help:Starting_a_new_page how to start a new page here]. Whenever possible, please include screenshots in your content.

We've embedded links to wiki pages throughout the software and sometimes you might find that opening a link takes you to a new page that doesn't have any content. This is a work in progress, so when this happens, please e-mail us with your question. We'll post the answer on the correct wiki page and let you know. The great thing is that the answer will be recorded for everyone else.

[http://www.ncidea.com Company website.]

Main Page

2011-11-28T17:24:16Z

69.134.173.245:

[[File:pplan_wordmark.gif]]

[[File:screenshots.png]]

==Welcome to North Coast Idea Company's Principal Plan Wiki.==

The purpose of this Wiki is to provide a forum for Principal Plan developers and users to share useful information about how to get the most out of the software.

We've configured it to allow anyone to create and edit pages and all are encouraged to do so, provided the information you provide is helpful. If you're new to wikis, you can learn about [http://www.mediawiki.org/wiki/Help:Editing_pages basic editing here], and [http://www.mediawiki.org/wiki/Help:Starting_a_new_page how to start a new page here]. Whenever possible, please include screenshots in your content.

We've embedded links to wiki pages throughout the software and sometimes you might find that opening a link takes you to a new page that doesn't have any content. This is a work in progress, so when this happens, please e-mail us with your question. We'll post the answer on the correct wiki page and let you know. The great thing is that the answer will be recorded for everyone else.

[http://www.ncidea.com Company website.]

PPlanWiki:General disclaimer

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Please note the following:

* Information on this Wiki is provided without any warranty for the exclusive use by the Principal Plan community.

* Do not post copyrighted information.

* All content posted here becomes the property of North Coast Idea Company.

* We will investigate any attempt to post illegal or offensive material, and all attempts to vandalize the site.

Account Properties

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==Edit Existing Account==

[[File:actpropdlg.png]]

==Add New Account==

[[File:actpropdlg-new.png]]

Account Properties

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==Editing Existing Account==

[[File:actpropdlg.png]]

==Adding New Account==

[[File:actpropdlg-new.png]]

File:Actpropdlg-new.png

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Account Properties

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[[File:actpropdlg.png]]

[[File:actpropdlg-new.png]]

File:Actpropdlg.png

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Account Properties

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[[File:actpropdlg.png]]

Account Properties

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[[actpropdlg.png]]

PPlanWiki:General disclaimer

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69.134.173.245: Created page with "Information on this Wiki is provided without any warranty for the exclusive use by the Principal Plan community. We will investigate any attempt to post illegal or offensive mate..."

Information on this Wiki is provided without any warranty for the exclusive use by the Principal Plan community. We will investigate any attempt to post illegal or offensive material, to vandalize or to destroy the contents.

PPlanWiki:Privacy policy

2011-11-28T12:41:57Z

69.134.173.245: Created page with "[http://www.ncidea.com/privacy.aspx View North Coast Idea Company's Privacy Policy]"

[http://www.ncidea.com/privacy.aspx View North Coast Idea Company's Privacy Policy]