Download Instructions (if you use Internet Explorer)

  1. To download, click the “NOW FREE” button on the Financial Fate homepage or “Click Here to Download” under the “Product Information” button.
  2. In the “File Download – Security Warning” dialog box, click “Save”
  3. In the “Save As” dialog box, click “Save”
  4. In the “Download Complete” dialog box, click “Run”
  5. In the “Internet Explorer – Security Warning” dialog box, click “Run”
  6. If the “Open Executable File?” or “User Account Control” dialog box appears, click “OK” or “Allow” (if this dialog box does not appear, proceed to step #7).
  7. This will bring you to the “Welcome to the Financial Fate Setup Wizard.”  To setup, either follow this online Wizard or see the Setup Instructions below for additional help.
  8. If the “File Import” dialog box appears, click “No” (unless you’ve previously exported .fate files from Financial Fate and now want to import them).
  9. This will bring you to the “Welcome” page.  See “Welcome” Page below.

 

Download Instructions (if you use Mozilla Firefox)

  1. To download, click the “NOW FREE” button on the Financial Fate homepage or “Click Here to Download” under the “Product Information” button.
  2. In the “Opening Financial Fate Setpu.exe” dialog box, click “Save File”
  3. In the “Downloads” dialog box, click “open”
  4. If the “Open Executable File?” or “User Account Control” dialog box appears, click “OK” or “Allow” (if this dialog box does not appear, proceed to step #5).
  5. This will bring you to the “Welcome to the Financial Fate Setup Wizard.”  To setup, either follow this online Wizard or see the Setup Instructions below for additional help.
  6. If the “File Import” dialog box appears, click “No” (unless you’ve previously exported .fate files from Financial Fate and now want to import them).
  7. This will bring you to the “Welcome” page.  See “Welcome” Page below.
  8. Open the minimized tab at the bottom of your screen that says, “Downloads.”  Click “Clean Up” and then exit using the red X in the top right corner.

 

Setup Instructions

  1. To setup (i.e., install) Financial Fate, click “Next” at the “Welcome to Financial Fate Setup Wizard” screen. 
  2. Then click “I accept the agreement” and then click “Next” for the Financial Fate license agreement screen.
  3. Then click “Next” to accept the second license agreement which is the Java Runtime Environment 5.0 agreement.  
  4. On the next screen, ensure the destination location folder is correct (or just use the default location) and click “Next.” 
  5. On the “Select Start Menu Folder” screen, click “Next” to allow an icon on your start menu. 
  6. On the “Select Additional Tasks” screen, click “Next” to allow an icon on your desktop. 
  7. Now, click “Install” on the “Ready to Install” dialog box. 
  8. It takes about 1 minute to install the 50 MB folder and then click “Finish” at the “Completing the Financial Fate Setup Wizard” dialog box. 
  1. If the “File Import” dialog box appears, click “No” (unless you’ve previously exported .fate files from Financial Fate and now want to import them).
  2. This will bring you to the “Welcome” page.  See “Welcome” Page below.

 

“Welcome” Page

    The Welcome Page provides you with two basic features. First, it lists things that you may need to create your financial plan(s) if you click the “What You’ll Need” button. It also enables you to manage up to five financial plans under “Financial Plans.” If you are creating a new plan, click “New” under “Financial Plans” and then…start planning!