My Plans

This screen provides a list of all the plans you have created in Offtoa. In particular, the list includes:

Plan Name is the unique identifier for each of your plans.
Company Name is the name that we will print at the top of each of your financial statements.
Comments are any words you wish.
Date Created is when you first created this plan.
Date Modified is when you last edited this plan.
Options are clickable icons explained below.

Here is a list of the functions you can perform from this screen:

To view/edit a plan, just press the Open Plan folder icon in the Options column to the right of the plan. If a plan is already open, a red flag labeled open will appear beside or below the Plan Name (in the left column); just click on Assumptions, Reports, Charts, etc., on the left menu to view the contents of the plan.
To copy a plan, just press the Copy Plan icon in the Options column to the right of the plan.
To delete a plan, just press the Delete Plan trashcan folder icon in the Options column to the right of the plan.
To change the Plan Name, just click on the current underlined Plan Name, edit it and then click on the check mark.
To change the Company Name, just click on the current underlined Company Name, edit it and then click on the check mark.
To change the Comments, just click on the current underlined Comments, edit it and then click on the check mark.
To create a new plan a plan, just press the green Create New Plan button at the bottom of the screen.
To copy a plan, just press the green Create New Plan button at the bottom of the screen.