· 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)

Available 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
Simple Accounting Software
  1. No fuss accounting software
  2. Straight forward transaction entry
  3. Custom reports
  4. Create invoices in seconds
  5. Generates full P&L Statements
  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 cumbersome 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

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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.

To uninstall our program simply locate the Excel file on your computer, select it and press delete. Since all of our programs are simply Microsoft Excel files, uninstalling is that easy.


Download our End User License Agreement