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Jump-Start Your Financial Planning Process with the Personal Financial Organizer Keep track of your personal financial situation in one integrated Microsoft Excel workbook with 26 essential worksheets, each designed by expert financial planners with the needs of real people in mind.
The Personal Financial Organizer is a valuable and easy-to-update reference for important financial decisions and plans. It’s practical, straightforward and easy-to-use financial planning software.
The Personal Financial Organizer allows you to: • Monitor your financial health and net worth • Measure progress towards personal financial goals • Neatly present info to your CPA, financial advisor or attorney for income tax and estate tax planning • Prepare financial statements for personal and business loans • Keep track of stocks and options, mutual funds, personal assets, retirement plans, and more
System Requirements: Operating system compatibility: Windows 7, Windows Vista, Windows XP Home/Pro (SP2) (32-Bit and 64-Bit, English Versions)
Microsoft Office compatibility: Office 2007, Office 2003, and Office XP (English Versions)