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| If you don't find the answer to the questions you have, please contact us at info@themoneyplanner.com. |
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Q: What is The Money Planner(R) system? Q: Do you provide corporate training or seminars for large groups? Q: Can The Money Planner Online help me at tax time? Q: Is my financial data secure? Q: Do I have to be located at my home computer to enter my transactions? Q: Does it matter which web browser I use to access The Money Planner Online? Q: How much does it cost to use The Money Planner Online? Q: How many entities can I track using The Money Planner Online? Q: If I have a question while using The Money Planner Online, how do I get help? Q: Can I track cash with The Money Planner Online? Q: How long will my data stay on The Money Planner Online? Q: What if I want to discontinue my The Money Planner Online service? Q: What if I forget my User ID and Password? Q: Can I order products without being a member? Q: Do you sell securities or give investment advice? Q: Can I manage my small home based business with The Money Planner Online? Q: Can I record business mileage with The Money Planner Online? |
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Q: What is The Money Planner(R) system? A: Created by top educators and financial professionals, The Money Planner system can help you permanently get out of debt and on the path to stress-free prosperity-all with the money you're currently earning. The Money Planner system is built on the foundation of "Natural Learning" and consists of The Money Planner Guidebook, The Money Planner seven week audio program, The Four Laws of Debt Free Prosperity book and audio tapes, and The Money Planner Online, the most uncomplicated, comprehensive interactive online tool for reaching debt free prosperity. There are four critical principles that most people, who are financially successful, understand and live by. They are the principles of Track, Target, Trim and Train that are taught in The Money Planner system. A: We all learn in different ways - some by listening, others by reading, and some may want a hands-on approach to learning. The Money Planner(R) integrates learning by reading, listening, interacting, discussing, and writing in order to involve the student-not only in learning with their heads, but also changing their behavior and establishing the natural, money-healthy habits that lead to prosperity. Q: How does The Money Planner(R) Online (formerly known as CashFlow Plus) compare to other programs and accounting software? A: The Money Planner Online has been designed and developed for ease of use, with no accounting background needed. It's easy to get started because all of the initial setup has been done for you. The Money Planner Online can be accessed from any computer that has Internet access, making it possible for you to stay up-to-date on your finances from home, work, or on the road. The Money Planner Online walks you through the essential principles of Track, Target, Trim, and Train assisting you in better directing your finances in order to achieve your highest financial priorities. Q: What if I'm a financial professional and want to use The Money Planner(R) Online to better assist my clients in managing their finances and funding their financial goals? A: The Money Planner Online is available to financial professionals for use in better servicing their clients. For more information on our Financial Professional Program, please contact us at professionals@themoneyplanner.com. Q: Do you provide corporate training or seminars for large groups? A: Corporate training and seminars are available. For more information on corporate training, please contact us at training@themoneyplanner.com. Q: Can The Money Planner(R) Online help me at tax time? A: Yes, as long as you have tracked and entered your tax related transactions during the year, the information you or your CPA will need to prepare your taxes will be available at your fingertips, saving you time and money. Q: Is my financial data secure? A: All pages in The Money Planner Online and Knock Out Your Debt applications and on The Money Planner(R) web site where you provide personal information, are protected using Secure Socket Layer (SSL) encryption. SSL codes information transferred between you and the server and renders it unreadable to anyone intercepting the information. Use of all data within The Money Planner Online is password secured and protected. Receipt of your application request will be confirmed online within our secure server. For more information on our security, please visit our Security page. Q: Do I have to be located at my home computer to enter my transactions? A: No, since The Money Planner(R) Online is accessed through the Internet it can be accessed from any computer with Internet capability, thus giving you the ability to manage your finances from anywhere. Simply connect to the Internet from any computer and log in using your User ID and Password. We are currently developing an enhancement for The Money Planner Online for PDA data capturing. This feature will allow you to capture all your data on your hand held PDA device and then easily upload the information to your The Money Planner Online account. Clients will be notified when this powerful enhancement is available. Q: Does it matter which web browser I use to access The Money Planner(R) Online? A: While it's impossible to test all browsers, we have made every attempt to accommodate most browsers. Certainly, if you are using Internet Explorer, Netscape Navigator or AOL version 4.0 or higher you should experience no problems. The Money Planner Online does require the use of the Flash plug-in, which can be downloaded through our site. Get Flash Q: How much does it cost to use The Money Planner(R) Online? A: The Money Planner Online is $9.95 a month. Additional discounts are applied by prepaying for additional months of service. If you belong to an organization that offers the service as an employee or member benefit, an applicable group discount may apply. For more information on The Money Planner Online pricing, please visit our Pricing page. Q: How many entities can I track using The Money Planner(R) Online? A: The Money Planner Online enables you to track a total of 10 businesses and/or personal entities. Entities are names of individuals and/or small businesses for which financial activity will be tracked using The Money Planner Online. Q: If I have a question while using The Money Planner(R) Online how do I get help? A: Online help, which is available on every page of The Money Planner Online, can answer most of your questions. In addition, you can also email us with your questions at service@themoneyplanner.com and a customer service representative will respond via email. Q: Can I track cash with The Money Planner(R) Online? A: Cash can easily be tracked using The Money Planner Online. You can monitor how much cash you have received, where it has been spent and how much cash should be left in your pocket. Cash management is one of the many outstanding features of The Money Planner Online. You may be amazed at the amount of cash that is slipping through the cracks! Q: How long will my data stay on The Money Planner(R) Online? A: All data for the current calendar year plus all data for the previous two years will be retained for your use on The Money Planner Online. Q: What if I want to discontinue my The Money Planner(R) Online service? A: To cancel your service, log in to the system and click on the "Terms of Service" link at the bottom of any of the pages. Scroll down to the Termination section of the Terms of Service and click on the "cancel service" link to process your request. A cancellation confirmation will be sent back to you via e-mail. Note: Upon cancellation, no refunds are issued for any service month(s) previously paid for but not used. Q: What if I forget my User ID and Password? A: If you forget your User ID and Password, go to the Member Login screen for The Money Planner(R) Online and select "Forget Your User ID or Password?". You will be asked to enter your email address and the security information that you set up when you enrolled. Upon verifying your information for authenticity, your User ID and Password will be sent to your e-mail address. Q: Can I order products without being a member? A: You do not have to be a member to purchase products and some services from Chequemate International. To purchase an item or service, go to the Shopping page and select the items you wish to purchase. Q: Do you sell securities or give investment advice? A: Chequemate International is not in the business to sell securities or to give investment advice. We suggest you seek the advice of licensed financial professionals to assist you with your investment needs. Q: Can I manage my small home-based business with The Money Planner(R) Online? A: With The Money Planner Online, it's amazingly simple to manage the finances for your small home-based business. You can monitor and manage your business while separating its transactions from your personal transactions. The Money Planner Online enables you to track multiple businesses that you may be involved in. You can now enjoy the benefits of daily control and being prepared at tax time, with very little effort. Q: Can I record business mileage with The Money Planner(R) Online? A: Mileage is easy to document using The Money Planner Online. You simply record the miles traveled by using the business account code. You can also track other mileage accounts such as education and charity mileage. |
