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Take control of all your financials. Personal financial spreadsheets & forms to help organize your life. This pack contains 13 highly functional templates not offered in pack I...learn more


Personal Success Pack II

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, etc.

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 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 II includes:

  • Auto Expense Statement

  • Borrowing Costs Worksheet

  • Capital Gains Worksheet

  • Credit Card Payment Plan

  • Home Sale

  • Life Insurance Worksheet

  • Mutual Fund Cost Analysis

  • Short Term Insurance Analysis 

The Auto Expense Statement lets you keep track of purchase and upkeep costs of your auto. The Bill Divider allows you to divide bills evenly among your roommates. The Borrowing Costs Worksheet allows your to construct a wise borrowing strategy as you compare various scenarios and assumptions. The Capital Gains Worksheet lets you view your securities and enables you to track their gains or loses. The Credit Card Payment Plan allows you to organize a credit card payment schedule.

The Home Sale worksheet allows you to view the sale of an old home and the purchase of a new one, as well as calculating taxable gains or exclusions. The Life Insurance Worksheet helps you compare various life insurance plans. The Mutual Fund Cost Analysis helps you with your personal finances. The Short Term Insurance Analysis Worksheet helps you calculate and compare the benefits of short term insurance.

Designed for users who don't need the in-depth treatments that our FastAnswer products provide, the FastStart™ Personal Success Pack II starts you down the road of personal success analysis!

System Requirements

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

Office Suite: Microsoft Office 95,97,2000,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

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

Auto expense statement

Borrowing costs

Life insurance worksheet

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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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