💡 A General Use Guide for the 2025 Wealth Planner

First, we recommend watching the tutorial before diving in so you generally understand the flow of the product!

Throughout the file, you’ll find helper notes in two ways:

  1. For examples and other quick tips, cells with a little black triangle in the upper righthand corner indicate a “helper note” that will appear if you hover over the cell.

  2. For more complex features, you’ll find “Learn More” pages linked throughout the product. If you’re confused about how a number is being calculated or how to best take advantage of a feature, head to the “Learn More” page next to it.

We’ve also compiled all FAQs as well as any known bugs or issues here.

If there’s no helper note or informational page associated with a feature and you’re still having trouble, email support@morningbrew.com and someone will get back to you within 48 hours.

Other Useful Reminders

  1. Be careful not to cut & pasting cells. This can create #REF errors. (Copy & paste is fine.)

  2. Only change data in the white cells. Colored cells have formulas in them to make the Planner work!

  3. Avoid adding or deleting rows & columns. (Hiding rows and columns is fine.)