• • Complete Planner
  • Business Planner
  • Budget Planner
  • Retirement Planner
  • 401k Calculator
  • Investment Calculator
  • Net Worth Calculator
  • Calendar Planner
  • Tax Calculator
  • Mortgage Calculator
  • Profit & Loss Planner
  • Business Suite

· No new software to load or set up - start planning in seconds!
· Works online or offline
· Excel based spreadsheets (works with all versions of MS Excel)

Availabe Planners:

Click images for more details

Budget Planner

1. Organize your monthly & annual spending
   (find out where all your money goes!)
2. Track expenses monthly (or daily!)
3. Compare actual income, spending and
   savings vs. budget
4. Download free demo

Retirement Planner

1. When can you retire?
2. How will inflation affect your retirement plan?
3. How much will you need to save?
4. Are you saving enough today?
5. How much will you spend during retirement?
6. How long will your retirement funds last?
7. Download free demo

Net Worth Summary

1. Track your net worth: Annually,
   Semiannually or Quarterly
2. Customizable pie charts
3. Quick links to Asset and Debt detail
4. Simple, concise and straight forward
5. Easy printing
6. Excel based (no need for new software)
7. Download free demo

Calendar Planner

1. Create personalized calendars
   (color, font, etc.)
2. Easy to use calendar event tool
3. Event reminders open when Calendar
   Planner is started
4. Daily, Weekly, Monthly, Yearly view of
   calendar and events
5. Download free demo

Tax Calculator

1. Estimate your income tax in seconds
2. Determine whether you should itemize or take the standard deduction
3. Organize your 1040 return in Excel format
4. Check your math for errors
5. Download free demo

Mortgage Calculator

1. What will my monthly mortgage be?
2. Can I afford this mortgage?
3. How much house can I afford?
4. Should I refinance?
5. *Includes Loan Optimizer and
   Amortization Schedule
6. Download free demo

Investment Calculator

1. How much will my investments be worth
   in 15 years?
2. When will my investments be worth $500,000? $700,000?
3. How much of my income should I invest?
4. Download free demo

Business Planner

1. A simple alternative to combersome small business accounting software
2. Use the Financial Dashboard to measure growth, spot trends and drive profit
3. All the financial templates you need to create a financial plan and run a business
4. Download free demo

Profit & Loss Planner

1. A simple alternative to accounting software
2. Perfect for planning and tracking small business income, cost and expenses
3. Easy to use and easy to customize
4. Download free demo

If for some reason you are not pleased with our Excel Spreadsheet Planners, just let us know and we'll refund your money right away- we only want satisfied customers.