First time working with a CFP? Don't worry these simple to-dos can prime you for a productive sit-down with your planner. LearnVest Jan 7, 2014 12:58 PM EST ...

It is only available for the Planner Web app. Can I export multiple planners to Excel on 1 sheet? No, the option to export multiple planners at once is not available. You can do it only 1 at a time.