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Lots of personal financial forms to help you get tighter control of your finances & ensure financial stability. The Personal Success Pack II includes: Auto Expense Statement, Borrowing Cost Worksheet, Capital Gains Worksheet, Credit Card Payment Plan, Home Sale, Life Insurance Worksheet, Mutual Fund Cost Analysis, and Short Term Insurance Worksheet.
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
The Personal Success Pack II has nine spreadsheet solutions help you become better organized. Get to know the numbers that affect your life and exercise tighter control over your personal finances.
Use "what-if" scenarios to weigh your options and plan financial strategies.
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 you 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, the FastStart Personal Success Pack II Start s you down the road of personal success analysis!
FastStart Personal Success Pack II
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