Target-Map Notes®

Keep track of your important thoughts and tasks in Target-Maps

Michael Schwabe avatar
Written by Michael Schwabe
Updated over a week ago

Making and maintaining notes about financing goals is easy because of Target-Map Notes. Use them to jot down the changes made to a Target-Map clone to illustrate a scenario. Add client tasks, administrative tasks or link to outside resources.

Target-Map notes are optionally printable from the Notes page of a household, or from the Reports page of the household.

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1/2024

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