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Technical Support
When you purchase our financial planning software it is yours to keep. You do
not have to buy an annual license like other software vendors make you do.
Every product comes with free technical support and free upgrades for 1 year.
The software program also comes with a manual and samples of all the templates
in Adobe PDF format on the disk. Many customers use these to show their clients
the scope of service they can offer.
We offer an "Annual Software License" with Updates as a Service for
our Financial Planning Spreadsheets © Professional Version, at a cost of
£115.00 per year. Updates are sent electronically every quarter. This includes
new Rates when they are available, as well as new spreadsheet templates as soon
as they are released. Delivery is by download from our website. Most of our
customers find that it is a good value that keeps them current on tax and
planning concepts.
Our free technical support extends to you, your assistant, or technical support
provider. Our Single User version only means that your name appears on each
report. You can load the software on your computer, or a network ,or your
Assistant's computer and on your Laptop and we will provide support for any one
of those.
Support Contact Info:
Phone: 001-613-863-9513
Email General Information:
plan@money-software.com
Email Customer Support:
support@money-software.com
Q&A for some common Technical Support Questions
Data file entries do not appear on the report?
Deleting a guide sheet?
Downloading your Registered User file with Netscape?
Error Message div/0 or Num appears in calculated field?
Error running setup "Administrative Rights"?
No icon on my Desktop?
Error message appears in report as #Name?
I cannot change the name of the Registered User?
I can not locate the files I downloaded?
I have the full version but receive a demo trial expired screen.
Printing reports in black ink only from a color printer some of the
cells are not too clear?
I would like to make a few of the columns larger but I am unable to
do so because the cells are protected?
I would like to send a report to my client by email. Can I do this?
I would like to send a report by fax to my client. Can the program
do this?
How do I change the default opening zoom percent of a template?
How do I change the layout of an Excel worksheet?
How do I create a worksheet that I can edit on my own based on the
underlying template?
How do I Install "Analysis ToolPak"?
How do I save changes I want to make to a Template?
How do I save my client's data?
How can I get Duplex printing to work correctly from MS Excel?
Data file entries do not appear on the report?
Data entries have been saved to a different directory, or a different file name. Usually Data1.xls instead of Data.xls. Re-enter data and use macro button to save to correct file name as Data.xls.
Deleting a guide sheet?
With the workbook open in Excel select the Guide worksheet. Right Click on the "Guide Tab" at the bottom of the screen where the word "Guide" is displayed. Click "Delete" from the Popup menu. When asked "Are you are sure you want to delete the Guide sheet", Click "OK". Save the workbook. This is usefull if e-mailing a file to a client for completion.
Downloading your Registered User file with Netscape?
When downloading the RegisteredUser.xla.exe file with Netscape it attempts to rename the file to RegisteredUser_xla.exe. To fix this problem after the file has downloaded. Right Click on the file RegisteredUser_xla.exe and select "Rename" from the Popup menu. Rename the file to RegisteredUser.xla.exe. Then proceed with the setup.
Error Message div/0 or Num appears in calculated field?
Usually a non divisible character has been entered into one of the input cells or a spacebar has been hit instead of the tab key. Select the problem cell or cells and right click on the selection and select Clear Contents from the shortcut menu. Typing a 0 will also clear the field.
Error running setup "Administrative Rights"?
You must have Administrative permissions to install settings required by the software. You need to log in as an Administrator and rerun the setup program. If you do not have Administrative permissions contact your systems department to help with this.
No icon on my Desktop?
If this happens re-install the program. If the problem persists copy the icon file from the Template\Financial Planning directory by right clicking the file and select send to desktop as a shortcut.
Error message appears in report as #Name?
This is because the Analysis Tool-Pak has not been installed. See installation section. For templates that use date arithmetic in their calculations this free add-on is part of Excel and must be activated for it to calculate. See
How do I Install Analysis ToolPak?
I cannot change the name of the Registered User?
This part of the templates has been hard coded to protect the owner of the software and the manufacturer against software piracy. To transfer, edit or change any of the hard coded Registered User information. please see the change form near the back of your manual. For additional users, or a site license, please contact Money Minders Software.
I can not locate the files I downloaded?
Click on start and then "Find" or "Search" depending on the operating system you are using. Then click on "Files or Folders". In the "Named & Location" type the file Name you downloaded. This would be: "FPSUKDemoSetup.exe" for our Demo program, "FPSUKSetup.exe" for the "Annual Software License" with updates. Next in the "Look In:" text box select "My Computer". Click "Find Now" to activate the file search. When the file is located double click on it to run the installation. If no files are found please try downloading again.
I have the full version but receive a demo trial expired
screen.
If you install the software under the Administrator account on your PC and then log in as John Smith and try to use the software you will receive a demo trial expired screen. If you are installing this software on a computer that has more than one Windows profile / account, you must by logged in to the Windows profile / account that the software will be used under. Once you are logged in then run the FPSUKSetup.exe.
Printing reports in black ink only from a color printer some
of the cells are not too clear?
You may need to reset the file or worksheet to print black and white this is done by clicking on file/page setup and then clicking on the sheet tab put a check mark beside the field that reads black and white, select “OK” and print the report again.
If this is satisfactory, save the file as a template to its proper installed location so that it will always remember the setting.
I would like to make a few of the columns larger but I am
unable to do so because the cells are protected?
Unfortunately when Microsoft protects the formulas in a worksheet it also prohibits change in the column with other formatting features. If there are changes you think would be beneficial we would like to know about it. We can usually provide a turn around service and send the file back to you by Email the same day. Please let us know how we can make the product better for you.
I would like to send a report to my client by email. Can I
do this?
Yes. On the file menu click on send to then mail recipient (as Attachment)
In this example the client will need Microsoft Office, Microsoft Excel 2003, XP(2002), or 2000 to put up on the file. If the client does not have that program you can send the document as a mail recipient.
I would like to send a report by fax to my client. Can the
program do this?
Yes. Select file\print on the printer dialogue box click the down arrow button and select your fax program from the list. Depending on your set up this should send the report to your printer where you can add a cover page, or create an attachment.
How do I change the default opening zoom percent of a
template?
You must open the xlt file to do this. Select "File" then "Open..." in Excel browse to the templates located at "C:\Program Files\MoneySoftware\FPSUK\Templates", select the template you wish to change, then click "Open" This opens the actual template. Click on "View" then "Zoom..." in Excel. Set the desired Zoom percentage then click "OK". Next Click "File" then "Save As..." in Excel. Set "Save as type" to Template (*.xlt) save the template back to "C:\Program Files\MoneySoftware\FPSUK\Templates\" or to the location you chose during the FPS installation.
How do I change the layout of an Excel worksheet?
When a worksheet template has been protected the protection provided by Microsoft in Excel will extend to the formatting as well. This makes it impossible to add a row or column to the worksheet or to change the font size or colour.
There are a number of situations where a change is desired.
a.) Sometimes when preparing a financial plan you may encounter a client with an unusual situation where you need to present your report or plan in a slightly different manner than used in the template.
b.) To highlight some key points in your plan you may desire to use a larger or bolder font and a different colour. You may want to insert an arrow graphic to make your point to the client.
c.) You have a great idea and you would like us to consider changing the worksheet and want to send us your idea right in the worksheet, If it is something we feel that other advisors would find helpful we will do it at no charge to you.
The following is how you can handle these situations
How to Make a Carbon Copy of a Template
1. Open template you want to change in Excel or from the main menu screen.
2. Left click on the grey box at the intersection of Row 1 and Column A. The whole worksheet will change colour, usually blue.
3. Without moving your cursor right click on your mouse and select “Copy” from the list of choices.
4. Now open a new file by clicking on File/New/Blank workbook.
5. On the new workbook, left click on the grey box at the intersection of Row 1 and Column A
6, Without moving your cursor right click on your mouse and select “Paste” from the list of choices.
You will now have an exact copy of the worksheet in a new file which you can edit any way you want. This file will have all of the values from the old worksheet but it will not have any formulas. So if you are adding a row to a net worth page you need to change the total at the bottom of the page to reflect any changes you added. You can also insert the formula if you know how to do it.
How do I create a worksheet that I can edit on my own based
on the underlying template?
To do this click on insert from any template file, select worksheet and that opens up another new work sheet in that file. Go back to the original worksheet that you want to modify and click on the apex or juncture of cell column A and cell 1 which is a blank gray corner. Clicking on that juncture will select the entire file. Right click on it to select Copy. Go to the new worksheet which you have created which will probably be labeled sheet 1 and click on the same junction of A1 on the new work sheet. Right click on that and select Paste. This will transfer the values from the entire worksheet to a new worksheet. Bear in mind that this does not copy any formulas because they are protected. It copies values only. It is from this point that you can edit the report if you wish. If you have any suggestions to improve the layout or the presentation we would appreciate hearing from you. We can usually make the changes you requested and mail a revised copy back to you the same day. By doing it this way everyone benefits from the input.
How do I Install "Analysis ToolPak"?
Our Software requires the "Analysis ToolPak" to be installed for the date arithmetic formulas in the Financial Planning Spreadsheets © to work properly Since the "Analysis ToolPak" is provided free with Excel, you already have access to it.
First have your MS Office installation CD available.
Next open Excel go to the Tools menu, and select the Add-Ins item.
This will display a dialog box which lists all of the Add In modules that Excel has available. See image below.
Find "Analysis ToolPak" in the list, and place a check mark in the box next to it and click OK. You may be asked to insert your MS Office CD at this point. If you are place the CD in your CD Drive and follow the instruction on your screen.
How do I save changes I want to make to a Template?
When you save a template select "File" then "Save as" in Excel and then select "Save as type." Template (*.xlt) Excel will default to the Template location under "Windows" or under "Program Files/ Microsoft...". You will need to change this when saving a template file. Save the file to "C:\Program Files\MoneySoftware\FPSUK\Templates\" that is if you used the default install location. If not use the install location you chose during setup of the program. Select the name you want to use. We Recommend that you use a unique name such as CashflowRev.xlt so as to distinguish your template changes from the standard package.
How do I save my client's data?
You should create a folder to save your client reports for easy retrieval. This option entitled “Saving Files” on the “Options Menu” creates a sub folder under “My Documents” by the name of “Clients” and sets Excel’s default file path to Clients as well. In this way when you go to save a file it will automatically default to the Clients folder.
Many of our customers tell us that they like to keep a hard copy of the report they gave the client in the client's file. This they find convenient when performing the annual review to have the print out in the file for comparison purposes. In this case you could ask for two copies to be printed, or photocopy the originals when the final set is ready for the client. If you do this you might not want a copy of the report on your hard disk. Others like to keep a copy of client reports in a data directory entitled “Clients”. If you have the space on your hard drive this is just as good. It is customary to keep all data files from all programs in a directory called Data or My Documents with a sub directory for the data source. For example C:\Data\Clients\ or C:\My Documents\Clients\ and so on. To create this open Windows Explorer and merely click on My Documents, then click on a blank area of the right window, if that is the one you want to use and then click on File, new, folder, then type in “Clients”. You can then use the same process to create other sub directories like accounting, management, reviews, etc. We like to use C:\My Documents\Clients then save the file with the clients surname and the first three letters of the template name. (e.g. fnd1), or whatever you like. The funding is for the Funding spreadsheet and the 1 representing the first report of funding for that client. In this way the spreadsheets will always be there under the client name in chronological order. For example C:\My Documents\Clients\SmithFnd1.xls would be the path to that clients reports. The extension should always be “XLS” for these data files. There are a lot of advantages of storing all of your client’s data files in a “Clients” directory (or My Documents). The least of which is for simpler and quicker backing up of your important files.
When you re-open a client file you should not re-link that file (Select “No” to update links) when you re-open it as doing so will change the name, other data and certain rates and benefits may have changed since you last saved the file. By not refreshing the link you will have a copy of the last report exactly as you presented it to the client. By clicking on Tools/Options/General from within Excel you can change the default file save location by adding Clients to the right side of the default location. This will allow you to save all files to that folder when you click on File/Save.
How can I get Duplex printing to work correctly from MS
Excel?
ISSUE: When printing more than one worksheet in a workbook, and selecting Duplexing or Stapling in the Printer Driver properties, only the first worksheet is printed Duplex or Output to the Stapler bin. The remainders of the worksheets are printed in Simplex or output to the printer's default bin.
SOLUTION: Microsoft® has identified this as an issue with Excel and has documented the symptoms in their knowledgebase (Q115033, Q214383). They acknowledge this as a design limitation but offer the following workaround, described in terms of duplexing.
To have the duplex option apply to all worksheets in the workbook, do the following:
1) Open the workbook.
2) On the File menu, point to Print, and then click Properties.
3) On the Paper tab, click More Options.
4) In the Paper - More Options dialog box, select one of the duplexing options, and then click OK.
5) Click OK in the Printer Properties dialog box.
6) Repeat this for every sheet in the workbook.
7) When printing the workbook, all of the worksheets will be printed with the Duplexing option.
Note: If the Duplex option and Stapling option in the Printer Properties dialog box is turned on while the workbook to be printed is currently open, the Duplex and Stapling option will only be applied to the active worksheet.
SUMMARY: Based upon Microsoft's description of the cause of the issue, similar results would be expected when selecting any output bin other than the printer's default. For example, if selecting Stacker or a specific mailbox bin could result in the first, or active worksheet output to that destination, then the remainder of the worksheets going to the default output bin.
Phone: 001-613-863-9513
43 Java Street, Ottawa, ON, K1Y 3L2, Canada
General Information:
plan@money-software.com
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