3-in-1 Personal Finance 2.0 for Mac [Download]

$29.00

$29.00
(SAVE Now!)

as of 11/07/2024 (Details)


3-in-1 Personal Finance 2.0 helps you manage and track your finances by using 19 financial calculators, a home budget planner, and a financial goals tracker. You have access to 19 financial calculators including asset allocation, annualized rate of return on investment, college savings, compounding interest, future value, loan comparison based on interest rates, loan payment, loan interest reduction based on additional payments, mortgage loan and payment schedule, present value lump sum deposit, present value periodic deposit, total return on investment, withdrawal investment amount, and many more. We've added 5 new calculators and we've updated many others to include new features. The home budget planner allows you to create, manage, and track your budget using 13 top-level income and expense categories and over 110 allowable budget items. With our redesigned and enhanced user interface it's easier than ever to create your budget and track your spending. The new Fill and Add features give you full control and quick, easy data entry capability. Check your progress by using the comparison feature to see where you are over or under your budget. The home budget planner automatically compares your budget against spending and provides you with a graphical summary view and a detailed report. Our financial goal tracker allows you to create, manage, and track all your short-term and long-term financial goals. Create your financial goals, enter the amount of money required for each and your time horizon, goal tracker determines the savings amount required to meet each goal within your timeframe. Manage all your goals (sort, edit, delete, display), and generate and print goal progress reports. We've enhanced our graphical report generation and our printing capability. We've also added Help features and updated instructions for easy guidance on how to use many of our products. System Requirement: Java 6 or higher (free download from Apple website)

Technical Details

  • Use 19 financial calculators to manage your finances including asset allocation, college saving, compounding interest, future value, loan comparison, loan payment, mortgage payment, present value, withdrawal investment amount, and many other calculators
  • 5 new calculators include college savings, loan comparison based on interest rates, loan interest reduction based on additional payments, mortgage loan and payment schedule, and annualized rate of return, and 14 existing calculators with updated features
  • Create your home budget using 13 top-level income and expense categories with over 110 allowable budget items, and enter your data quickly using the new Fill and Add features
  • Fill and Add selections include: Daily, Weekly, Every Two Weeks, Monthly, Twice a Month, Every Other Month, Quarterly, Twice a Year, Yearly, Jan, Feb, Mar, Apr, May, Jun, Jul, Aug, Sep, Oct, Nov, Dec, Jan-Feb-Mar, Apr-May-Jun, Jul-Aug-Sep, Oct-Nov-Dec
  • Create short-term and long-term financial goals including the amount of money required for each goal and the goal time horizon, then track your progress toward achieving each goal, and use the enhanced print capability to print all your reports

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