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Product Description
The Personal Success Pack I includes thirteen spreadsheet
solutions that help you become better organized. Get to
know the numbers that effect your life and exercise
tighter control over your personal finances. Use
"what-if" scenarios to weigh your options and plan
financial strategies.
The Personal Success Pack I includes:
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Asset Locator
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Closing Cost Worksheet
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Gross Estate
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Home Improvement Log
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Household Inventory
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Mortgage Qualifier
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Mortgage Refinancing
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Mortgage Amortization
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Net Worth
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Personal Budget
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Retirement Planner
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Retirement Budget
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Tuition Planner
The Asset Locator tracks your assets and their value
for insurance purposes. The Closing Cost Worksheet helps
you calculate the closing costs for real estate
transactions. Gross Estate allows you to estimate the
value of your estate. The Home Improvement Log helps you
track purchase and upkeep costs of your home for resale
and tax purposes. The Household Inventory records
important insurance information about items around your
house.
The Mortgage Qualifier compares different homes
and their associated costs. Mortgage Refinancing helps
you compare your current mortgage with optional
refinancing plans. The Mortgage Amortization calculates
your mortgage's amortization and payment schedules. Net
Worth gives you a simple net worth statement.
The
Personal Budget helps you fine tune your personal
budget. Construct a wise retirement strategy as you
compare various scenarios and assumptions with the
Retirement Planner. Stretch your retirement savings as
you compare different scenarios with the Retirement
Budget. The Tuition Planner helps you calculate annual
and overall tuition costs for your children's education. |
needs Microsoft Excel
