How to Make a New Plan

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1) Access Menu by clicking on the icon on the top left-hand corner

Control Dashboard
2) Click on “Plans” to enter to Plans menu where you can view your existing plans.


3) Create new plan by clicking the + icon in the top right-hand corner

Add Icon

4) Fill out required details to create plan

Add Plan Data

5) Once new Plan information is filled out click Save on the top right-hand corner to create plan (to change currency, click the Money icon on the bottom right-hand corner)

Plan Created

6) View new or old plan details by clicking on the Plan on the dashboard

Plans Zoom

Control - Plan Details

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