Quick-Start Guide

This quick start guide provides a basic overview of how to use Assets+. Please see one of the following sections for more detail:

Running the Software

Using the Software

Menu Structure

General Menu

Manage Cases Menu

Input Data Menu

Entering Client Data

Add Comments Menu

View Reports Menu

Utilities Menu

Help

Menus at Top of Screen

Data Base – Backing up Data

Working at Home

FinPlan Assistance