Quick Start
What is Concept Toolkit?
What’s the difference between Concept and Planning Toolkit?
Getting Around Concept Toolkit
Changing Advisor Information
Saving Information
How do I change data or text in Concept Toolkit?
When I change a number on the data entry screen, why don’t the calculations change?
How do I save data under a client name?
Why is there no Save button?
Backing up client files
Printing
Printing in Concept Toolkit
Printing to PDF (to email a page)
Merging PDFs
How do I get the pages to print out in portrait?
Can I print more than one screen at a time?
Reports and Presentations
How to create a report or presentation
Merging PDFs
How to move a Concept Toolkit slide to Powerpoint
General
Bookmarking
Why doesn’t Concept Toolkit fill up the entire screen?
Can I create a single needs analysis in Concept Toolkit?
How do I change the marginal tax rates?
How do I import a logo?
Troubleshooting
Charts Won’t Print in Windows 10
Data Won’t Save in Windows 10
Wrong Page is Selected in Reports in Windows 7