Page 16 of 23

Import, Export, and Sharing

Financial Planner supports CSV export of a complete plan, controlled import via the app home, record sharing, and optional administrative data clear for operators with the right permissions.

Export to CSV

Open Import/Export

Select Import/Export under My Plan.

Review export scope

Read the Export Data description — plan preferences plus all input object rows.

Export and download

Click Export to CSV, then Download File when export succeeds.

The export CSV is organized into labeled sections:

CSV section	Contents
`=== FIN_PLAN ===`	Plan preferences, members, rates, tax settings, system fields
`=== ACCOUNTS ===`	Financial account rows
`=== FINANCIAL_ASSETS ===`	Personal property assets
`=== REAL_ESTATE ===`	Property records
`=== INCOME ===`	Income streams
`=== DEBTS ===`	Non-mortgage debt
`=== MONEY_FLOWS ===`	Contributions, transfers, conversions
`=== EXPENSES ===`	Living and healthcare expenses

Export metadata rows include Exported From Financial Plan Id and plan name for traceability. Contacts export as names (not Salesforce IDs) for cross-org portability.

Use Import Plan on the Financial Planner home to create a new plan from an export file. The imported plan name appends - Import.

Export does not include persisted projections, orchestration run history, or metric watchlist preferences. Rerun orchestration after import.

Clear plan input data

Operators with the Clear_Financial_Plan_Input_Data custom permission (typically via FinPlan_Admin) may see a Clear All Data section on Import/Export. This deletes child input records for the plan—accounts through expenses—but does not delete the Financial Plan record itself.

Destructive action: Clear operations cannot be undone from the UI. Export first if you need a backup.

Clone Plan

Copies inputs

From any main panel page, click Clone Plan in the header. The clone copies preferences and inputs to a new Financial Plan record for scenario branching.

Sharing

Click Sharing in the header to grant access to users, roles, or groups. Users still need FinPlan_User to use Financial Planner features.

Run History

Run History complements import/export for operational troubleshooting. Review past orchestration attempts when exports are not required. See Running Calculations.