1) Install Silver Financial Planner.

You can download and install from our website, www.moneytree.com. Choose “Get the latest updates” on the bottom right of the homepage or click here.

2) Activate/License the program.

After the program has been installed, you will need to license the program by clicking the button “Register Your Copy” or by going to “Help” and choosing “Activate Your Copy of Silver.” This will open the registration window where you can enter your license key.

If you do not have your license key, go to “Help” and “About” on the old computer to retrieve the information. If you no longer have access to your old computer or if entering your license key causes an error, contact technical support for help.

3) Transfer Data.

a) Locally stored data.

The client files are each saved as separate files on the computer.

By default, the files would be saved in the following location:

My Documents\Money Tree Software\Silver Financial Planner 4.0 (Windows XP)
Documents\Money Tree Software\Silver Financial Planner 4.0 (Windows Vista or Windows 7)

You can perform a search on the old computer for any files with a .sfp extension. Once you have found the files on the old computer, transfer them to the new computer using whatever means you are most comfortable with, such as a USB drive, zip drive, CD, or email. You may want to place them in the default directory listed above.

b) Network stored data.

If your client files are stored on a network drive, you will not need to make any data transfers.

Once you have transferred your files, you will be able to begin using the software just as you did on the old computer. After opening the program for the first time, choose “File” and “Open.” Navigate to the location of your transferred/networked files. Once you open a program from the folder containing your transferred files, the program will remember that location and will open to that folder by default, allowing you to continue using your transferred files seamlessly on your new computer.