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How can I use the software as a general financial planning tool?

Many people have told us that the software is so good that they would like to use it for general financial planning. With some minor juggling, it is possible to do this. To use the software for planning outside of the divorce context, do the following: That’s it! The software’s reports will now reflect the […]

What do you think about the prohibition against “double dipping?”

“Double dipping” is the notion that one should not use the same asset both for property division and for child and spousal support. Most typically this concept arises in situations where one party wants to use the income from the same asset for both property division and alimony/support. This usually comes up in the context […]

How can I my firm name and firm logo to print on my Financial Plan reports?

This capability is available in the Desktop software only. It is not available in the Cloud software. Your logo can appear on the report that prints when you select multiple reports to print at once. To get your logo to print on a financial report, do the following: WINDOWS: 1. Using Windows Paint, Adobe Photoshop, […]

How can I show notes on a report when I print?

At the top and often the bottom of most reports, there is a link labeled “Click here to add a note.” At the end of the line for the note, there is another button. Click that button to enable you to expand the note. .

Why are my footnotes not printing?

Question: Why are my footnotes not printing? Answer: There can be a several reasons why the footnotes are not printing. 1. Asset footnotes will print only with assets. If the footnote is associated with a residence, business, insurance policy, vehicle, IRA/401(k), investment, or defined-benefit pension, then the footnote is considered an “asset” footnote and will […]

How can I change the name that appears in the footer when I print?

In the Cloud software, the name of the currently-licensed professional will print in the footer. In the Firm version, you may transfer a file to another member of the firm, then view that member’s files. Then that member’s name will print. To do this: In the desktop software, you can change the name if the […]

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