The Ledger Screen is a combination of all calculated values within RazorPlan. To view the Ledger Screen, click the 
button on the RazorPlan Toolbar.
There are 6 ledgers available; Net Worth, Cash Flow, Taxation, Personal Assets, Corporate Assets and Human Capital. Select the ledger to view by clicking on the appropriate tab at the top of the screen.
Understanding the Ledger Screen
Each ledger has been designed using a heading structure; Main Heading, Sub Heading and Column Heading.
- Main Heading – The Main Heading corresponds to all Sub Headings below it.
- Sub Heading – The Sub Heading corresponds to all Column Headings below it.
- Column Heading – The Column Heading combined with the Main and Sub Headings, describe the values displayed.
Export to Excel
To export all ledgers into an excel document click 
. This will allow an advisor to customize their own ledger documents for the client.
Tutorial
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Contact Razor Support