Wrong Page is Selected in Reports in Win...
Back to Help If you are using Concept Toolkit with Windows 7 in the Reports window and the wrong page moves over to the right side of the window (ie/ you select a page, click Add page but another page actually gets added), do the following: Select the Control Panel on your desktop. Click on Display Click Smaller –…
Saving Data in Windows 10
Back to Help If you are using Concept Toolkit with Windows 10 and and are having problems saving data, follow the instructions below: Find the Program Files (x86) folder on your computer’s “C” drive and double-click on it to open it: Find the Concept Toolkit 12 folder and double-click on it to open it. Find the ConToolkit12 file,…
Charts Won’t Print in Windows 10
Back to Help If you are using Concept Toolkit with Windows 10 and a chart prints out like the one below, change the text setting to 100%: Right click on your computer’s screen and select Display Settings Change the “Change the size of text, apps and other items:” to 100%
Can I print more than one screen at a ti...
Back to Help You can print more than one page at a time by clicking on the Reports button, selecting or creating a new report and then clicking on the Print button. You can enter the client’s name that you want to appear on the page and the number of copies you want to print….
How do I change the marginal tax rates?
Back to Help 1. Click the Settings button on the Main Menu screen. 1. Click the Tax Rates/Province tab. 2. Click on a province button (ON) to see the marginal tax rates for that province. 3. Enter the rates in the Marginal Rate fields. 4. Select your client’s province of residence. Back to Help
How do I get the pages to print out in p...
Back to Help With the exception of Concept Toolkit’s infographics, Planner calculators and some other calculator and concept screens, you can only print in Landscape mode (“sideways”). Changing your printer’s setting to Portrait mode will not have any effect on the orientation since it has been set internally within Concept Toolkit.
Backing up Client Files in Concept Toolk...
Back to Help Why Should I Backup? If you save information in Concept Toolkit by client, you should back up the client data files at least once a week. The frequency of your backups should be proportional to the amount of data you can afford to lose. 1. Cloud Backup Backing up data to the cloud means…
Why is there no “Save” butto...
Back to Help All data in Concept Toolkit is saved automatically as you enter and change data under the current client’s name. There is no “Save” button or “Save data?” prompt when you exit Toolkit because of the automatic save feature.
How do I save data under a client name?
Back to Help Whenever you launch Concept Toolkit, a master data set called _Master Data will always open up first and appear as the currently opened client. The name of the currently opened client is shown in the grey box in the bottom right corner of the screen. Click on the Clients button on the Main Menu screen to open up the Clients window….
When I change a number on the data entry...
Back to Help You must press the Enter or Tab key or click the mouse after typing in the number. If you type in a number and without doing one of these three things (press Enter, press Tab, click mouse), your entry will not be “saved” and the calculations will not change. Back to Help…
Future Value – Variable Amounts (C...
This calculator in Concept Toolkit lets you create a future value table using different annual investment amounts over time.
Variable Income Withdrawal Calculator &#...
This calculator in Concept Toolkit lets you withdraw money from a lump sum amount using different income amounts over time. For example, some clients may require more income early in retirement and then gradually less as they get older. Where is the calculator? The Income Withdrawal Calculator is found in the Retirement section of Concept Toolkit….
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