Video tutorial series
Learn the tools in short videos.
Fifteen short videos on SpendLens, the planner and PensionLens.
Video 1
Intro
The series and the web tools that go with the book.
Video 2
SpendLens
What SpendLens shows: spending by category and month.
Video 3
Uploading
Loading statements from several accounts, automatic categories and rules.
Video 4
Reviewing
Searching, filtering and recategorising transactions.
Video 5
Auto-categorise
Finishing the uncategorised transactions and saving your work.
Video 6
Intro to PlanLens
How the retirement planner is structured.
Video 7
The Charts
The six charts and the transfers table.
Video 8
Finances Tab
Entering your current situation.
Video 9
Assumptions Tab
The rates behind the projections.
Video 10
Planning Tab
Year-by-year contributions, sales, loans and the PDF report.
Video 14
Work headroom and tax
▶Watch on FacebookHow much you can earn before your pension or tax changes.
Video 15
Accumulation accounts and the younger spouse strategy
▶Watch on FacebookKeeping a younger partner's super in accumulation.