Show/Hide Toolbars

The Retirement Analysis Kit Help File

TRAK's application menu is located on the far left of the ribbon bar.

RibbonBarAppMenu

Each of the items in the application menu are discussed below.

Client Actions

New Client...

Load Client

Modify Client...

Save Changes

If any changes have been made to the current client file, this prompt will be enabled. Click to save the client data.

Delete Client(s)...

Quick Note

Help and Support

Print

Print Archives

About

Import/Exportt

Backup and Restore

Backup Data

Restore Data

TRAK Documents and Tools

Batch Print

Config...