Finding your suitable financial planner software is not easy. You may need consider between hundred or thousand products from many store. In this article, we make a short list of the best financial planner software including detail information and customer reviews. Let’s find out which is your favorite one.
![WealthTrace Retirement Planner (Advanced Version) for Mac [Download]](https://images-na.ssl-images-amazon.com/images/I/51SPzUDu0%2BL.jpg)
![Fun Money Budgeting Software for Windows - Personal Finance [Download]](https://images-na.ssl-images-amazon.com/images/I/71rOWcmhGBL.png)
![Financial Records Organizer 2.0 Deluxe [Download]](https://images-na.ssl-images-amazon.com/images/I/51l0K-O53ML.jpg)
![Retirement Planning Toolkit Deluxe 1.0 [Download]](https://images-na.ssl-images-amazon.com/images/I/51kEf6q-b%2BL.jpg)
Reviews
1. BizTools Pro
Feature
Learn how to set up a small business in your state. Select between an LLC and other business structures. Write an effective business plan. Choose a winning business name and protect it. Hire and manage staff. Comply with legal and tax issues affecting home businesses. Price, bid and bill your projects. Manage finances and taxes. Get your website up and running. Market your business effectively, online and off.Launch Your Business! Legal Forms, Business Planning, Business Letters, Small Business Start-Up Kit eBook, Company Logo Designer, Business Cards & Letterhead, Postcards, Office Policy Manual, Financial Calculator, and Marketing Calculator
Build Your Business! Organizational Charts, Simple Invoice, Billing & Reports, Daily Planner & Task List, Address Book / Labels, Fax Machine, Postage Saver / Mail List, Office Scheduling, Excel Training, PowerPoint Training, Accounting Fundamentals, Web Page Design, QuickBooks Training, Typing Instruction for Business
Grow Your Business! Sample Marketing Plans, Sales Forecasts, Marketing Budget, Advertising Effectiveness, Competitive Analysis, Sales Analysis, Profitability, Pricing, Newsletters & Brochures, Cards & Invitations, Calendars, Annual Reports, Contracts to Grow Your Business, High Impact E-mail Marketing
Description
When sold by Amazon.com, this product is manufactured on demand using DVD-R recordable media. Amazon.com's standard return policy will apply.
2. WealthTrace Retirement Planner (Advanced Version) for Mac [Download]
Feature
Get started immediately with our intuitive, easy to use interfaceThe most accurate retirement planner ever built for the consumer
Use sophisticated Monte Carlo analysis to calculate the probability of running out of money in retirement.
Take control of your retirement situation today
Run what if analysis on multiple variables and have the program find ways for you to change your retirement situation
Web-based: Run on any device
Description
Figure out your retirement situation quickly:
Get started immediately without having to read a large user manual
The program wizard will guide you through each step
View vivid graphs and the most important retirement numbers on the screen:
You will see your most important numbers change in real time as you change retirement inputs and assumptions
View how much money will be there at retirement, the age when funds run out, and how much you will have at the end of your retirement plan
Easily change assumptions such as spending, savings rates, total returns, and taxes and watch outputs and graphs change in real time
Run Monte Carlo analysis on your plan:
Have the program run one thousand simulations on your plan, shocking total returns up and down every year
Using these simulations the program will calculate the probability that you never run out of money
Run Monte Carlo on all what-if scenarios
Run what-ifs on nearly any variable:
Run multiple what-if scenarios and see immediately how this impacts your plan
Run what-ifs on spending, savings rates, total returns, social security assumptions, and the age when you retire
Run what-ifs on one variable at a time or multiple variables at once
Have the program generate ideas for you:
Have the program find ideas for you to change your retirement situation for the better
The program will intelligently look at your plan and show you which variables you can change and by how much to reach a certain goal
View program-generated ideas in a spreadsheet format as well as colorful graphs that give a vivid picture of how changing certain variables impacts your plan
Great customer service:
Email or call us with any questions
Speak to a Chartered Financial Analyst (CFA) and an expert in retirement planning for support
3. Quicken Financial Planner, QuickPlan Edition
Feature
Retirement PlanningWhat if Scenarios
401(k) & IRA
Trace your progress with your personalized retirement plan
Simple questions guide you step by step
Description
Take control of your future today. Your personal action plan will guide you on: How much money you need to retire. How much you should save. Ways to invest your savings. How to track your progress.4. Quicken Deluxe Personal Finance & Budgeting Software 2015
Feature
Organize your accounts in one placeCreate and stick to a budget
Develop a personal debt reduction and savings plan
Description
Step-by-step guidance to achieving your personal financial goals5. Intuit QuickBooks Mac 2015 (Old Version)
Feature
Organize your business finances on your Mac and save time on everyday tasksEasily create invoices and manage expenses
Get reliable records for tax time
Designed by Mac users for Mac users
Description
QuickBooks for Mac Desktop helps you organize your business finances on a Mac. It's built for the Mac, so it looks and works like you expect. Easily get set up, learn and use. No accounting knowledge is necessary. Stay on top of invoices and manage expenses. Get 100+ financial, sales and tax reports in one click. And, QuickBooks ensures you'll have reliable records for tax time. Have questions? Step-by-step tutorials show you how to create invoices, record expenses and more. Includes a 60 day money-back guarantee.6. Fun Money Budgeting Software for Windows - Personal Finance [Download]
Feature
Easy to usePowerful budgeting
Manage your debts and savings
Debt free prediction graph
Great graphs
Description
If you have trouble keeping track of your current financial status, then you probably need to turn to specialized software that can simplify your work.
Fortunately, nowadays there is a wide range of applications that can help you achieve quick results in a convenient manner. One of the aforementioned programs is Fun Money.
Note that, in order to run as intended, this utility requires Java Runtime Environment on your computer.
Lightweight application that comes with a user-friendly interface
This program can be installed without efforts on your computer, as it does not require any additional configuration on your part. It comes with a simple layout that encompasses intuitive functions, thus allowing you to understand and operate them with minimum difficulty.
However, it requires you to have a good understanding of fundamental budget-related notions, as its features revolve around financial concepts. Fun Money also includes a help manual that you can rely on, in case you encounter any difficulty while operating it.
Organize your budget by specifying incomes and expenses
You can easily keep track of your current financial status by relying on this application, as it provides you with several handy tools. It is possible to define incomes and expenses by specifying the source, period and amount so that you can organize your budget more efficiently.
The application comes with various preset category fields that can help you adjust expenses, but also allows you to create your own categories, for better management.
Generates statistics and displays various charts regarding your financial situation
Aside from the functions mentioned above, this application also provides you with reports that encompass various budget-related information. Additionally, it displays charts, so that you can keep track of the statistics more efficiently.
To sum it up, Fun Money is a lightweight application that can help you organize your budget in a convenient way by defining income- and expense-related information, while also allowing you to keep track of it.
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7. Financial Records Organizer 2.0 Deluxe [Download]
Feature
Financial Records Organizer 2.0 has been improved with menu functions for save, delete, backup and restore, and reports, updated toolbar, updated report generation, new help content, updated worksheets and checklists, and AES-encrypted Zip filesFinancial Records Organizer is an easy-to-use, comprehensive program allowing you to organize, record, and store all your family records and financial information using 18 different worksheets and 4 checklists
Personal includes: important contacts; important home locations; document location; family, medical, and military service records; passwords; PINs; insurance; funeral and burial; child guardian; tax preparation checklist; computer and online safety
Financial, investment, and retirement includes: bank accounts; credit cards; money market; CDs; mutual funds; brokerage; pension; social security; annuities; retirement accounts; cash flow; net worth; total gross estate; tax preparation; estate plan
Real estate and property includes: real estate; safety deposit boxes; home inventory; pets; storage rental
Description
- Supported OS: [Windows 8, Windows 7, Windows Vista, Windows XP]
- Processor: Pentium 2 266 MHz processor or higher
- RAM: 256 or higher
- Hard Disk: 212 MB
- Video Card: Any integrated or installed stand-alone video card
- Additional Requirements: Java 7 or higher is required. Windows XP is no longer an officially supported platform. Users may use Java 7 on Windows XP at their own risk, we recommend Windows Vista or later.
- Recommended Processor: Pentium 2 266 MHz processor or higher
- Recommended RAM: 256 or higher
8. Retirement Planning Toolkit Deluxe 1.0 [Download]
Feature
Retirement Planning Toolkit gives you access to 19 calculators, worksheets, and checklists to help you in your retirement planning, and gives you information so you can make timely decisions before retirementRetirement planning calculators including retirement planner, investment withdrawal, future value, and compounding interest so you can see how your money grows, how much money to withdraw for retirement each year, and if you have enough saved
Worksheets include document location summary, financial information recording, investment information recording, retirement information recording, cash flow analysis, networth analysis, and total gross estate analysis
Checklists include a pre-retirement list to help you start the planning process, a list of age milestones to consider before and during retirement, and a list of items to consider when creating an estate plan
Backup and Restore functions to create safety copies of all your toolkit data files using Zipped files with AES-256 encryption to protect your data, and create, view, print, and save reports for all calculators, worksheets, and checklists
Description
After years of hard work, you deserve and look forward to a happy retirement. There are many decisions and issues to consider during the planning process, including when to retire, where to live, what will my guaranteed monthly income be, what will my monthly expenses be, have I saved enough, how long will my savings last, when can I start collecting Social Security benefits, etc. The goal of the Retirement Planning Toolkit is to help you plan for retirement and provide you with the information needed to achieve financial security in retirement. The Retirement Planning Toolkit gives you access to 19 calculators, worksheets, and checklists to help you in your planning. It gives you information so you can make timely decisions before retirement.
You have access to multiple retirement planning calculators including calculators to compute the future value of an account balance plus periodic deposits so you can see how your money grows over time, compute how much money you need to withdraw from your retirement savings each year, and whether or not you have saved enough for retirement, or compute how long an investment amount will last in years given the present value of the investment at the start, the compounding interest rate for the investment, an annual withdrawal rate, and an annual inflation rate.
You have access to multiple loan, mortgage, and mortgage refinancing calculators to help estimate, analyze, and track all your loans. Determine your monthly payment on a fixed-rate mortgage or conventional loan and generate an amortization schedule with a specified loan start date, or make additional periodic payments or a onetime payment to reduce the principal, total interest paid, and the loan term. Use the mortgage refinance calculator to provide information on whether to refinance your existing mortgage at a lower interest rate, and to determine the number of months to recoup your costs and fees. Determine the amount of interest and the number of payments saved with early loan payoff.
Calculators include the retirement planner, investment withdrawal, future value, compounding interest, loan payment, loan reduction using additional periodic payments or a onetime payment, early loan payoff to help reduce the total interest paid and the number of payments required, home down payment and monthly mortgage payment, mortgage refinance
You have access to multiple checklists including checklists to help you start the planning process, a list of age milestones to consider before and during retirement, and a list of items to consider when creating an estate plan. Checklists include pre-retirement planning, retirement age milestones, and estate planning.
Worksheets include document location summary, financial information recording, investment information recording, retirement information recording, cash flow analysis, networth analysis, and total gross estate analysis.
Use the Backup and Restore functions to create safety copies of all your toolkit data files. Your toolkit data and backup files are encrypted using Zipped files with AES-256 encryption to protect your data.
The Retirement Planning Toolkit includes advanced report generation capability allowing you to create, view, print, and save reports for all calculators, worksheets, and checklists.
System Requirement: Java 7 or higher is required (free download from Oracle Corporation website). Windows XP is no longer an officially supported platform. Users may use Java 7 on Windows XP at their own risk, we recommend Windows Vista or later.
- Supported OS: [Windows 8, Windows 7, Windows Vista]
- Processor: Pentium 2 266 MHz processor or higher
- RAM: 256 or higher
- Hard Disk: 212 MB
- Video Card: Any integrated or installed stand-alone video card
- Additional Requirements: Java 7 or higher is required. Windows XP is no longer an officially supported platform. Users may use Java 7 on Windows XP at their own risk, we recommend Windows Vista or later.
- Recommended Processor: Pentium 2 266 MHz processor or higher
- Recommended RAM: 256 or higher
9. Financial Records Organizer 2.0 Deluxe for Mac [Download]
Feature
Financial Records Organizer 2.0 has been improved with menu functions for save, delete, backup and restore, and reports, updated toolbar, updated report generation, new help content, updated worksheets and checklists, and AES-encrypted Zip filesFinancial Records Organizer is an easy-to-use, comprehensive program allowing you to organize, record, and store all your family records and financial information using 18 different worksheets and 4 checklists
Personal includes: important contacts; important home locations; document location; family, medical, and military service records; passwords; PINs; insurance; funeral and burial; child guardian; tax preparation checklist; computer and online safety
Financial, investment, and retirement includes: bank accounts; credit cards; money market; CDs; mutual funds; brokerage; pension; social security; annuities; retirement accounts; cash flow; net worth; total gross estate; tax preparation; estate plan
Real estate and property includes: real estate; safety deposit boxes; home inventory; pets; storage rental
Description
- Supported OS: [Mac Mountain Lion 10.8, Mac Lion 10.7]
- Processor: Pentium 2 266 MHz processor or higher
- RAM: 256 or higher
- Hard Disk: 212 MB
- Video Card: Any integrated or installed stand-alone video card
- Additional Requirements: Java 7 or higher is required. Windows XP is no longer an officially supported platform. Users may use Java 7 on Windows XP at their own risk, we recommend Windows Vista or later.
- Recommended Processor: Pentium 2 266 MHz processor or higher
- Recommended RAM: 256 or higher
10. Business Plan Template for Certified Financial Planner Professional CFP
Feature
Complete Business Plan Template Pre-Populated With All Required SectionsComes in MS Word and MS Excel Format For Fast and Easy Editing
All Charts and Graphs Automatically Update So You Can Complete Your Plan Quickly and Easily
Includes All Sections and All Financial Statements Required By The SBA
Shipped Lightning Fast On A High Capacity CD ROM