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  1. Circle of Wealth Support
  2. NextGen - Spending Game

NextGen - Spending Game

Help articles the NextGen Spending Game forecasting program.

Getting Started

  • ★ How to Build a Scenario
  • ★ Comparing two Scenarios Walk-through - Will and Emily
  • ★ Demo Contact and Spending Game File - Will & Emily
  • PDF Illustration - Copy and Paste in NextGen Spending Game

Scenarios

  • Cloning Scenarios
  • How to Import a recent Windows Legacy Spending Game File & a NextGen Spending Game File
  • Importing Older Windows Legacy Spending Game files (SGC and SG8 files)

Accounts

  • Overview of Accounts
  • Copy and Paste PLI Information From Excel File

Cash Flows

  • Overview of Cash Flows
  • NextGen Spending Game Manual Cash Flow Reconciliation

Visualizations

  • Overview of Visualizations

Reports

  • Overview of Reports

System Settings

  • Overview of System Settings

Click Here for More

  • NextGen Spending Game Taxable Account Type Summary
  • NextGen Spending Game Outflow Account Summary
  • NextGen Spending Game Inflow Account Type Summary

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