Follow the instructions in the Instructions worksheet, which can be found by clicking on the blue Instructions tab at the bottom left-hand side of the window.
Complete the Setup worksheet first.
Complete the Projections worksheet second.
View the results of your scenario on the Projections worksheet.
Create alternative what-if scenarios by changing various values you entered on the Setup and Projections worksheets.
Videos
I intend to create the following instructional videos.
Getting started
Navigating the Projections worksheet
Evaluating what-if scenarios
Working with investment categories (tax exempt, tax deferred, capital gains)
Tracking progress with estimates and actuals
What-if: Life insurance
What-if: lump sum cash (e.g. inheritance or selling property)