Tutorials

There are several important considerations necessary to ensure one’s success in this journey we all share. A few of them are your finances, your education and your history. Here at Cuanza Enterprises we have created a tool to help you manage your finances. Family First Financial takes a wholistic approach to financial planning starting with gross income and ending with monthly allocated net income. It allows one to conduct proactive what-if analysis during the transitions of one's life.

Introduction

Getting Started

Now that you have Family First Financial installed, you are ready to get started. Upon launch of the application, you will be presented with 4 tabs that will allow you to get going. A brief synopsis of each tab follows:

Finances

Family First Financial provides many tools to manage your finances. By simply entering your income and state of residence, you can start to see how your taxes break down. You can keep things as simple or complex as you'd like depending on your specific needs.

Budget

In this topic, learn the basics how how to utilize the budget feature built into Family First Financial :

Adding an expense, steps to add an expense to your budget.
Editing an expense, steps to edit an existing expense in your budget.
Removing an expense, steps to completely remove an existing expense from your budget.
Exporting your budget, how to export your budget to Microsoft Excel.

Calculator

There are four calculators on the Calculator tab available to provide users the opportunity to perform various what-if analysis.

Earnings Projection, this calculator allows the user to project total earnings over a specified period of time assuming an annual percentage increase. Use this calculator to project total earnings thereby giving the user an opportunity to see what could happen. With that information the user could make long term plans.

This calculator could also be used as a training tool to motivate students to stay in school.

Balance Sheet

Family First Financial allows the user to create a personal balance sheet by simply entering your individual assets and liabilities.

Name. Enter the specific name of each account. There is no limit to the number of similar accounts you can have.
Type.
- Cash, includes checking, savings or credit union accounts.
- Property, includes, autos, real estate, or any marketable tangible property.
- Retirement Plans, includes employer 401k/403b plans, IRAs, Roth IRAs, or other self-employment retirement plans.
- Insurance (Cash Value), includes the cash value of any whole life insurance plans, variable life insurance plans, universal life insurance plans or annuity plans.
- Investments, includes stocks, bonds, mutual funds or business investment.