Basic Training (IncomeConductor Pro)
Recording of the weekly Basic Training sessions that covers setting up new clients, creating accounts, and generating your first income plan scenario.
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Pro Editor
Explore the Pro editor’s capabilities and reports.
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Intro To Pro
This video walks through the process of setting up your first client, adding accounts, and building their base plan in the Pro plan editor.
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Pro Editor User Guide
Explore common Pro plan “red flags” that arise, “insights” into why they occur, and “solutions” to address them.
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Settings
General plan settings are set through this menu option.
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Health Check
Warnings for issues in the plan that could lead to confusing or undesired illustrated outcomes.