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Video Demo: How to move money in and around your Plan
Video Demo: How to move money in and around your Plan

This video demonstrates the use of transfers, one-time expenses, and disbursements.

Nancy Gates avatar
Written by Nancy Gates
Updated over a month ago

Keep in mind that the Planner has a method of using your income and savings to fund your expenses. Disbursements and Transfers are used to override or add to the default expense modeling.

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