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Free Financial Planning Forms
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Financial Planning in title
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Financial Planning


1

J and L Financial Tool Set
A set of easy to use financial planning tools A set of financial planning tools to aid you in making those important financial decisions like loans, mortgages, refinancing, credit card debt payoff as well as other easy to use tools.
The set contains ...
Size: 569.6 KB,  Price: USD $24.95 ,  License: Shareware,  Author: J and L Software (jlplanner.com)



2

J and L Financial Planner
Top rated financial planning software to create personal financial plans. It makes your financial planning easy. The top rated J and L Financial Planner is a financial planning software program that allows you to create simple or complex financial scenarios ...
Size: 970.4 KB,  Price: USD $49.95 ,  License: Shareware,  Author: J and L Software (jlplanner.com)

3

Graphic Accounts
Graphic Accounts offers a fresh intuitive approach to personal financial planning.. Graphic Accounts offers a fresh intuitive approach to personal financial planning. On the first tab of its compact three-tab interface you can find all the tools you ...
Size: 7.4 MB,  Price: Free,  License: Freeware,  Author: www.graphicaccounts.com (graphicaccounts.com)

4

Financial Advisor for Excel (Full Access)
Discounted Cash Flows, Borrowing, Business Profitability, Financial Planning, Investing, Bonds, Cost of Capital, Options, Valuation and more in this powerful financial toolbox! Discounted Cash Flows, Borrowing, Business Profitability, Financial Planning, ...
Size: 6.3 MB,  Price: USD $119.95 ,  License: Shareware,  Author: Model Advisor (modeladvisor.com)

5

Financial Advisor for Excel (Standard)
Borrowing, business profitability, discounted cash flows, financial planning, investing, bonds, cost of capital, options, valuation and more in this financial toolbox! Borrowing, business profitability, discounted cash flows, financial planning, investing, ...
Size: 5.8 MB,  Price: USD $69.95 ,  License: Shareware,  Author: Model Advisor (modeladvisor.com)

6

Tax Brackets Calculator 2005
Estimate your tax brackets and calculate your federal tax for 2000-2005 Do your financial planning now! Tax Brackets Calculator 2005 shows tax brackets for federal income tax years 2000-2005, calculates you federal tax given your taxable income and estimates ...
Size: 309.5 KB,  Price: Free,  License: Freeware,  Author: OnlineAccountingSite (onlineaccountingsite.com)
Accountant, Accountants, Accounting, Calculator, Cpa, Earnings, Federal, Finance, Financial Planning, Income, Income Tax, Irs, Payment, Tax, Tax Brackets, Taxable, Taxation, Taxes, Withholding

7

Infinity

These days, there are many things that require mathematical modeling: from exchange rates prediction to engineering and financial planning. That is exactly the point where smart people start looking for math software that is flexible enough to ...
Size: 4.4 MB,  Price: Free,  License: Freeware,  Author: MathRevolt (mathrevolt.com)

8

Account Pro
Network-capable double-entry accounting program for business or private use User-friendly network-capable multi-currency accounting and finance planning program, equally suitable for small to medium businesses, institutions, and private users. ACCOUNT ...
Size: 5.4 MB,  Price: USD $125.00, EUR 169 ,  License: Shareware,  Author: AccSoft Shareware (accsoft-ch.com)
Account Pro, Accounting, Accsoft, General Ledger, Shareware

9

IntelliPenny


With IntelliPenny you can easily track spending, manage checking, savings, and credit card accounts all in one location, easily reconcile accounts, and import transactions from your financial institutions. In IntelliPenny you can also ...
Size: 3.9 MB,  Price: USD $34.95 ,  License: Shareware,  Author: MindTrust Technology, LLC (intellipenny.com)
Accounts, American Express, Budget, Checking, Credit Card, Debt, Discover, Envelope, Envelope Budgeting, Family, Finance, Intellipenny, Mastercard, Money, Personal, Reports, Savings, Search, Use Credit Card Like Debit Card, Visa

10

Business Account Software
In addition to the normal accounting capabilities, the program has special capabilities that allow efficient financial planning and forecasting. Monthly budgets as well as monthly forecasts can be entered for every expense and revenue account. Monthly ...
Size: 4.4 MB,  Price: USD $210.00 ,  License: Shareware,  Author: Data Recovery Forums (ddimp.com)

11

Account Xpress Lite
Account Xpress Lite is a personal finance management and budget planning software loaded with features designed to help you manage your money quickly and easily. Know where your money goes and stay in control with Account Xpress Lite. Account Xpress ...
Size: 1.4 MB,  Price: Free,  License: Freeware,  Author: Felitec Inc. (felitec.com)
Account, Accounting, Budget, Budget Planner, Budget Planning, Cash Flow, Cashflow, Checkbook, Chequebook, Credit Card, Electronic Checkbook, Expenses, Finance, Financial Planning, Income, Money, Money Management, Personal Accounting, Personal Finance, Portfolio

12

Account Xpress
The tree view structure allows you to organize and access your financial information intuitively. Features include presentation of a global cash flow picture, calculation of net income over any given period, two distinct methods for managing your budget, ...
Size: 1.7 MB,  Price: USD $39.95 ,  License: Shareware,  Author: Felitec Inc. (felitec.com)
Account Reconciliation, Budget Planner, Budget Planning, Electronic Checkbook, Financial Planning, Personal Accounting, Personal Finance Management, Personal Finance Management Software, Personal Finance Software, Personal Finances

13

Fast Mortgage Estimator
Easy to use tool for home purchase planning, Fast Mortgage Estimator shows monthly payment, total payments and total interest paid. Fast Mortgage Estimator calculates your mortgage payments. This software is an easy to use tool for home purchase planning.
Size: 367.3 KB,  Price: Free,  License: Freeware,  Author: Ashkon Software LLC (ashkonsoftware.com)
Apr, Calculator, Debt, Down Payment, Downpayment, Financial, Interest, Interest Only, Jumbo Mortgage, Loan, Morgages, Mortgage, Percentage, Planning

14

INCOMEMAX
Data for up to five product lines and other company level financial data are entered to describe your business. Ten year income, balance sheet and cash flow tables are then generated showing your firm's best financial profile.

Most ...
Size: 444.3 KB,  Price: USD $149.95 ,  License: Demo,  Author: Pioneer Analytics LLC (pioneeranalytics.com)
Budgeting, Business Optimization, Financial Analysis, Financial Planning, Proforma Planning

15

Rylstim Budget
With the calendar accounting, you can easily see your financial state for the current month, review your last month's expenses and, most importantly, properly plan your upcoming income and expenses. The software includes all necessary money management ...
Size: 6.6 MB,  Price: USD $29.95 ,  License: Shareware,  Author: Rylstim (rylstim.com)
Accounting, Budget, Budgeting Software, Calendar, Expense, Expenses, Financial Planning, Financial Software, Home Finance, Income, Incomes, Money, Money Calendar, Money Management, Personal Finance, Personal Finances, Rylstim

16

Economic Investor Stock Risk Wizard
Using a set of 18 macroeconomic and financial variables (like the unemployment rate and consumer price index), assets are easily compared for historical and current data, measuring "economic risk" -- risk to investments arising from economic ...
Size: 2.4 MB,  Price: Free,  License: Freeware,  Author: EconomicInvestor (economicinvestor.com)
Financial Planning, Investment Management, Mutual Funds, Performance Management, Personal Finance, Portfolio Management, Retirement Plans, Risk Management, Stock Market

17

Omega Enterprise Manager
Omega Enterprise Manager is a complete administrative solution for your business. You can manage all aspects of your company from a single comprehensive, highly flexible software application. Omega Enterprise Manager is a complete administrative solution ...
Size: 1.9 MB,  Price: USD $29.95 ,  License: Shareware,  Author: Omega Expert (omega-expert.com)
Accounting, Budgeting, Business, Debt, Employee, Finances, Financial, Inventory, Management, Managing, Planning, Products, Quicken, Reports, Sales, Software, Supplier

18

Mortgage Prelude
This easy-to-use program will save you countless time and hassle by determining how much of a loan you are qualified for BEFORE you ever have to fill out a loan application. This easy-to-use program will save you countless time and hassle by determining ...
Size: 1.5 MB,  Price: USD $10.00 ,  License: Shareware,  Author: NorthStar Solutions (nstarsolutions.com)
Cash Flow Analysis, Financial Calculator, Financial Planning Software, Financial Software, Investment Calculator, Investment Software, Loan Calculator, Mortgage Calculator, Payment Calculator, Real Estate Calculator, Real Estate Software

19

Business Functions Basic Edition
Excel Financial Add-In with 50 functions for planning and analysis (FREE) Excel Financial Add-In with 50 functions for planning and analysis makes financial models faster to build and more reliable to maintain. Context sensitive help file, quick reference, ...
Size: 2.2 MB,  Price: Free,  License: Freeware,  Author: Business Functions Ltd (businessfunctions.co.uk)
Add-in, Excel Add-in, Excel Functions, Financial Modeling

20

Fincalc
Windows financial calculator for investments and lending. "FINCALC 6.0" is a Windows program designed to handle differing financial calculations related to investments and lending. The program acts like a loan calculator filling in missing ...
Size: 32.4 MB,  Price: USD $33.00 ,  License: Shareware,  Author: JDP Software (jdpsoftware.com)
Amortizations, Banking, Business Applications, Finance, Financial Calculations, Financial Calculator, Investments, Loan Calculator, Loans, Mortgage, Personal Finance Software, Personal Financial Software, Retirement, Retirement Planning

21

Financial Advisor
A collection of financial tools & calculators aimed at home and professional users. Features include Mortgage Analysis, Retirement Analysis, Personal Budgeting, Investment and Savings calculations, Future & Residual Value calculations, and much more.
Size: 2.7 MB,  Price: USD $35.00 ,  License: Shareware,  Author: The Other Software Company (othersoft.com)
Annuity, Budget, Budgeting, Calculations, Calculators, Finance, Financial Calculations, Future Value, Inflation, Interest Rates, Invest, Investment, Lottery, Money, Monthly, Mortgage, Personal Finance, Residual Value, Retire, Retirement

22

Exl-Plan Free (UK-I)
For business plans, budgets, strategic planning, raising finance etc. Generates fully-integrated, two-year projections based on annual assumptions. Business plan projections for startups and established businesses. For business plans, budgets, strategic ...
Size: 3.9 MB,  Price: Free,  License: Freeware,  Author: PlanWare - Invest-Tech Limited (planware.org)
Business, Business Plan, Cashflow, Excel, Finance, Forecast, Plan, Project

23

Exl-Plan Free (US-C)
For business plans, budgets, strategic planning, raising finance etc. Generates fully-integrated, two-year projections based on annual assumptions. Business plan projections for startups and established businesses. For business plans, budgets, strategic ...
Size: 3.9 MB,  Price: Free,  License: Freeware,  Author: PlanWare - Invest-Tech Limited (planware.org)
Business, Business Plan, Cashflow, Excel, Finance, Forecast, Plan, Project

24

Exl-Plan Lite (UK-I edition)
For business plans, budgets, strategic planning, raising finance etc. Generates three-year projections on monthly basis for first year & quarterly thereafter. Business plan projections for new and smallish businesses (e.g. sales $0.5 to $2 m). Ideal ...
Size: 3.3 MB,  Price: USD $89.00 ,  License: Shareware,  Author: PlanWare - Invest-Tech Limited (planware.org)
Business, Business Plan, Cashflow, Excel, Finance, Forecast, Plan, Project

25

Exl-Plan Lite (US-C edition)
For business plans, budgets, strategic planning, raising finance etc. Generates three-year projections on monthly basis for first year & quarterly thereafter. Business plan projections for new/smallish businesses (e.g. sales $0.5 to $2 m). Ideal for ...
Size: 3.3 MB,  Price: USD $89.00 ,  License: Shareware,  Author: PlanWare - Invest-Tech Limited (planware.org)
Business, Business Plan, Cashflow, Excel, Finance, Forecast, Plan, Project