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Retirement Planner

Retirement Planner will help you list your expenses, assets and investments to project your financial needs now through the remainder of your career and into retirement. The program uses simple worksheets for input, allowing you to enter personal data, investment data, assets, income and expenses. The program automatically compensates for the time value of money, the calculations are internal to the program so you as a user don't need to fill sheet after sheet with complex calculations. The graphical output projects your net worth on a monthly basis from now to the end of your retirement. The graph is adjusted for all you monthly living expenses, the return on your investments and inflation as well as income taxes and social security payments. Another graph shows future income vs expenses over the same period of time, revealing any periods where expenses outstrip income, leaving you vulnerable. The program allows each scenario to be saved to a named file, you can easily develop multiple scenarios and compare the results. You can print the data and graphs for each scenario. The on-line users manual contains complete, screen by screen instructions on how to use the program as well as an overview of the retirement planning process.

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FinanCal for Excel

FinanCalc for Excel 1.6 has now 16 calculators and continue growing (we added 2 new calculators). FinanCalc for Excel 1.6 is a special financial toolbox with the essential financial calculators for users who need a simple tool. The most usual financial calculations solved easily with this practical, but powerful set of calculators (we have even included a Live Currency Converter!!!!). The calculators are easy to use, with many features and options. You only need to enter the data and FinanCalc for Excel 1.6 will automatically show you the results, then you can export the report to a new workbook to freely personalize it. We encourage you to suggest newer calculators or improvements. Check our Web site for a version in your language (http://www.modeladvisor.com). Do you need a more powerful tool? Try Financial Advisor for Excel.

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Account Xpress

Account Xpress is a personal finance management and budget planning software loaded with features designed to help you manage your money easily and efficiently. Track and reconcile transactions for virtually any kind of account (credit cards, savings, checking, credit line, cash, etc.). Budget management is made easy with the help of user-defined income and expense categories, budget projections, and budget versus actual comparison reports. A tree view structure helps you access the information you need quickly and easily. Features include presentation of a global cash flow picture, calculation of net income over any given period, two distinct methods for managing your budget, transaction splitting into many accounts and/or categories, transaction schedules, transaction templates, support for multi-currencies, unlimited number of budget category levels, numerous charts and reports related to your financial and budget activities. Create recurring transactions that are generated automatically at the proper time. Define and use transaction templates to quickly create transactions that recur at irregular intervals. With budget projections, you can now say exactly when and how much you are planning to earn or spend on a specific budget category. Password protect your file to prevent unauthorized access to your data. Import data from Quicken Interchange files (qif) and Open Financial Exchange files (ofx and qfx). Copy selected entries from any list to the clipboard for pasting into other applications such as Word or Excel. Category and payee management is simplified with the ability to easily merge together two categories or two payees at any time. Re-locate categories and payees in the tree view with simple click-and-drag operations. Backup your file automatically with the new backup utility. Know where your money goes and stay in control with Account Xpress. This program benefits anyone serious about controlling their personal finances, and managing their budget.

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Account Pro

User-friendly network-capable multi-currency accounting and finance planning program, equally suitable for small to medium businesses, institutions, and private users. ACCOUNT PRO is multi-system (British/American and European), multi-currency, and multilingual and can be installed in English, German, French, Spanish, Italian Danish, Swedish or Dutch. The program is based on the principle of double-entry bookkeeping. It is capable of networking, handles up to 2000 client accounts, and it has a function for automatic entry of tax and discount transactions. ACCOUNT PRO comes with a number of standard charts of accounts.. Accounting with ACCOUNT PRO is very easy. As opposed to 'normal' accounting programs, where erroneous entries must be neutralized (canceled) and corrected by additional entries, ACCOUNT PRO allows direct correction of such entries. Furthermore, ACCOUNT PRO avoids the terms 'Debit' and 'Credit' for data entry. Instead, an amount sign is used, which makes data entry faster and easier. Nevertheless, the displays and printouts of ACCOUNT PRO are in accordance with normal accounting terminology. In addition to the normal accounting capabilities, ACCOUNT PRO has special capabilities that allow efficient financial planning and forecasting. Not only monthly budgets, but also monthly forecasts can be entered for every expense and revenue account. Monthly and yearly planning reports facilitate an overview of the system as a whole. With these features, realistic forecasts of the financial result at the end of the accounting period can be made at any time. The program's data capacities are as follows: - 2000 accounting systems - 20,000 accounts per system - 200,000 (double-entry) transactions per business year - 200 standard transactions - 200 recurring transactions - 200 currencies - 2,000 cost centers/projects

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Graphic Accounts

A powerful personal financial planning and budgeting tool. Dynamic dual-chart display. Easy-to-see spin controls to adjust all parameters. Instant visual feedback on all your changes. Optimize your expenditure based on current income data. Synchronize this with your budget total. Adjust parameters for income, interest, tax and inflation rates and see your budget rescale instantly. Now Graphic Accounts takes the tedium out of budgeting!

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J and L Financial Planner

The top rated J and L Financial Planner is a financial planning software program that allows you to create simple or complex financial scenarios based on financial events through out your life. It makes your financial planning easy. You create the scenario based on your current financial status and future financial events. The J and L Financial Planner executes your scenario and displays the effects on your net worth through out a selected time span. The output is displayed in a text format that shows the yearly effects on up to 50 accounts, including investment, tax free, retirement, asset and equity accounts. The output may also be presented with bar, line and pie graphs. The program can create a scenario based on mortgage, loan, withdrawal, deposit, and transfer events. The program includes many financial calculators including a rule72 calculator.

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J and L Financial Planner Professional

The top rated J and L Financial Planner is a financial planning software program that allows you to create simple or complex financial scenarios based on financial events through out your life. It makes your financial planning easy. You create the scenario based on your current financial status and future financial events. The J and L Financial Planner executes your scenario and displays the effects on your net worth through out a selected time span. Two of the main features of the program is the addition of a Monte Carlo Analysis, a Historical Return Analysis, and a Rule 72t calculator. The output is displayed in a text format that shows the yearly effects on up to 50 accounts, including investment, tax free, retirement, asset and equity accounts. The output may also be presented with bar, line and pie graphs. The program can create a scenario based on mortgage, loan, credit card debt, withdrawal, deposit, and transfer events. The program incorporates MRD(Minimum Required Distributions) as well as Revenue Code Section 529 ( College Investment Savings) into the scenarios. The program incorporates up to 5 separate budgets and the ability to track individual budget items. Each event has an option to be adjusted yearly for inflation or a separate yearly adjustment rate. There are many screen and printed reports.

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J and L Financial Tool Set

A set of financial planning tools to aid you in making those important financial decisions like loans, mortgages, refinancing, credit card debt payoff as well as other easy to use tools.The set contains the following tools -- A detailed mortgage calculator, a mortgage refinancing analysis, an accelerated mortgage payment analysis, a loan calculator, an inflation calculator, a Taxes / Inflation / Investment calculator, a trade-off analysis, an effective rate calculator, a Rule 72t calculator and, and a credit card debt payoff analysis.

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