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Take control of all your financials. Personal financial spreadsheets & forms to help organize your day-to-day financials. This pack contains 13 highly functional templates...learn more


Personal Success Pack I

For whom: Ideal for individuals interested in managing and taking control of their own financials. Also suitable for home owners, small business owners, personal financial service providers, and others.

What it does: Provides with more than ten highly functional spreadsheet templates to manage home and personal financials transactions.

Designed by: MBAs and CPAs with dozens of years of personal financial consulting experience. Design is based on expert financial models followed by thousands of professionals.

List price $39.95     you save $10 (25%)

Microsoft Excel 97 to 2003
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Screenshots Click here for samples

System Requirements Click here

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  needs Microsoft Excel

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:

  • Asset Locator

  • Closing Cost Worksheet

  • Gross Estate

  • Home Improvement Log

  • Household Inventory

  • Mortgage Qualifier

  • Mortgage Refinancing

  • Mortgage Amortization

  • Net Worth

  • Personal Budget

  • Retirement Planner

  • Retirement Budget

  • 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.

System Requirements

Operating System: Microsoft Windows 95/98/Me/2000/XP/NT

Office Suite: Microsoft Office 97,2000,XP,2003

RAM: 32 MB or more

Free disk space: 3 MB (app.)

Processor: Processors with 300MHz or higher speed

List price $39.95     you save $10 (25%)

Microsoft Excel 97 to 2003

Buy Now

Buy Now to

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These are actual screens of the product. Click the image for an enlarged view.

Asset locator

Gross estate

House inventory

Mortgage qualifier

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Get Customization

We specialize in customizing Microsoft Office to your unique specifications. If you can't find what you need in our small business products store then send us a request for customization. We will send you a FREE quote and proposal document.

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