Back	Home > Tamarac Reporting > Integrations > Financial Planning > MoneyGuide Integration > Open MoneyGuide Plans From Tamarac

Open MoneyGuide Plans From Tamarac

Contents

Introduction

This page provides details on how to single sign-on from a Tamarac Household to the corresponding MoneyGuide plan.

Additional MoneyGuide integration features include:

• Export/Import Data. Export and import data between Tamarac Households and MoneyGuide plans. For more information, see Export and Import MoneyGuide Data.

• MoneyGuide Data in Tamarac. See MoneyGuide plan information and results in Tamarac. For more information, see Use MoneyGuide Data in Tamarac.

• Tamarac data in MoneyGuide. See Tamarac client, account, and Household information in MoneyGuide. For more information, see Use Tamarac Data in MoneyGuide.

For more information on the MoneyGuide integration, see Introduction to the MoneyGuide Integration.

Single Sign-On to MoneyGuide Plans From Tamarac

Save time by using single sign-on to access your MoneyGuide plans without having to manually log in to MoneyGuide. When using this single sign-on, you'll open the MoneyGuide plan linked to the Tamarac Household you're viewing.

Tamarac offers two places where you can directly open MoneyGuide: the Households page and the Financial Plan Summary report page.

From the Households Page

To open a MoneyGuide plan directly from the Households page:

1. On the Accounts menu, click Households.

2. Click Household that you want to open the plan for.

3. Click in the MGP Current column.

4. Click Export and View in MoneyGuidePro. The corresponding MoneyGuide plan opens in a new tab.

From the Financial Plan Summary Report

To open a MoneyGuide plan directly from the Financial Plan Summary report:

1. On the Reports menu, under Financial Planning Reports, click Financial Plan Summary.

2. In the Find Data For list, select the account or Household you want to review.

3. Click MoneyGuide. The corresponding MoneyGuide plan opens in a new tab.