personal finance Software

Family Funds Tracker 2.2
Easy to use income, expense and investment tracking. Easily create a budget with the figures you record. Find out what you spend by category daily, weekly, monthly and annually with the expense averages feature. Choice of six reports to view and or print. Filter by date or any of the category entries. Easy to use short-cuts Table tools include optimize, repair, and empty. Easy data backup. Close the year feature.

Financial Statement + 1.0
This program is arranged in a typical lending institution format. Although it may not be in the format required by any given institution, it provides all the information necessary for completing an actual financial statement. This form has been accepted as-is by many financial institutions nationwideand is interactive so that data need be supplied only once to complete a statement. Printouts are professional looking.

Portfolio Evaluator + 1.2
This program is a form that will assist you in tracking your investments. This program tracks your investment's performance for stocks, bonds, mutual funds, etc. It allows you to evaluate the performance year-to-date or from initial purchase. It is also a handy tool to assist you in selecting a "sell" point. Stock and mutual fund information may be downloaded from the Internet or obtained from publications to keep the forms up-to-date.

Retirement Investment Required + 1.2
This program is a program that will show you how much you need to invest monthly to reach retirement goals. Have you called the Social Security Hotline (1-800-772-1213) to verify your estimated monthly SS benefit so that you can evaluate the monthly shortfall you may experience? This program calculates the amount of money required to provide a given monthly income @ retirement. Printouts are professional looking.

Home Credit Card Manager (Mac) 3.0.080425
Home Credit Card Manager lets you find out where your hard-earned money is being spent by using your credit card statements. Simply match your statement transactions to the categories provided, then use the tools to group and sort the information ... and with the integrated "auto-matching" tool, most of the work is done for you!

Mortgage Home Loan Interest Manager 4.1.070910
Home Loan Interest Manager is a mortgage loan interest checker that allows you to audit the interest you are being charged on your loans. Simply load your loan details and let the tools instantly highlight any errors in the balances and interest amounts. Start monitoring your loans today and make sure you are not paying for someone else's mistakes.

Budget Tracker 2.0
Budget Tracker is an easy to use program that will help you track and understand your monthly expenses. Each month you can enter and customize a number of monthly expenses including Rent/Mortgage, Utilities, Grocery, Entertainment, Phone, Medical, Clothing, and more. Each of these is tracked per month, but also a running average is kept for each expense over time. So you can see just how much you spend on average for specific items.

Portfolio Fundamentals + 1.2
This program is a form that will assist you in tracking the fundamentals of your stock portfolio. This program shows in one table the majority of fundamental information you can obtain from the Wall Street Journal, Investor's Business Daily and online sources so that you can keep an accurate weekly record of a given stock's performance. You can use a single page for each stock to track the stocks performance .

Biweekly Amortization + 1.2
This program is a biweekly payment schedule that demonstrates the effect of reducing the term and interest amount of a loan. By making a loan payment every two weeks of half of the monthly payment, 26 payments are made each year. This program demonstrates the savings available to you if you pay your mortgage every other week instead of monthly and are CREDITED THE PAYMENT by the lending institution at the time of payment.

TaxMe-UK 1.4
TaxMe-UK provides a break-down of the tax and other deductions on your UK salary. Just configure your personal details, and those of your partner, to see how much income tax, national insurance etc you are paying. Then configure details of your pensions and other deductions to give an overall picture of your net income.