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Principal Plan Video Learning Center
Please take a look at some learning videos we have developed to help you get the most out of Principal Plan. We're adding more videos regularly, so check back. Also, if you would like us to demonstrate something in Principal Plan, let us know. These videos require Windows Media Player. 
Principal Plan Tour
Setting up and using the Allocation Plan (Budget)
Please expand and view additional items below... 
Creating a New File
Creating a New Account
Importing QIF Files
Account Transfers
Envelope Transfers
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