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Organize your monthly & annual spending (find out where all your money goes!)
Track expenses monthly (identify poor spending habits immediately)
Compare actual income, expense and savings vs. budget
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Track your net worth: Annually,
Semiannually or Quarterly
Customizable pie charts
Quick links to Asset and Debt detail
Simple, concise and straight forward
Easy printing
Excel based (no need for new software)
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When can you retire?
How will inflation affect your retirement plan?
How much will you need to save?
Are you saving enough today?
How much will you spend during retirement?
How long will your retirement funds last?
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Create personalized calendars (color, font, etc.)
Easy to use calendar event tool
Event reminders open when Calendar Planner is started
Daily, Weekly, Monthly, Yearly view of calendar and events
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What will my monthly mortgage be?
Can I afford this mortgage?
How much house can I afford?
Should I refinance?
Includes Loan Optimizer and Amortization Schedule
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Estimate your income tax in seconds
Determine whether you should itemize or take the standard deduction
Organize your 1040 return in Excel format
Check your math for careless errors
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How much will my investments be worth in 15 years?
When will my investments be worth $500,000? $700,000?
How much of my income should I invest?
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How much will your investment be worth
at retirement?
Are you contributing enough today to meet your investment goals?
When will your investment goals be met?
Results and the 401k Savings graph updates instantly as you input assumptions.
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