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  Saving & Investment Planner    

Money Matters

Price: US$139.99

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What is this Product?

Savings & Investment Planning for Excel provides the perfect financial planner to make immediate savings and strengthen your financial resources with smarter investing.

No financial knowledge is required.

You can use Money Matters to make financial models of your credit card accounts, savings account, bank account, loan accounts, lease accounts, investment and share portfolios.

Variables like interest rates, fund charges, mortgage repayments, lease terms and bank charging systems can be adjusted anyway you want and as you know Excel will translate any input change instantly into the appropriate outcome.

You start with a sequence of financial account templates. Each input template will provide a duplicate of your actual account and the expansion account to mirror the way the banks and lenders see your finances.

Buy Saving & Investment Planner  in order to get benefits and Guarantee

The Guidance edition provides worked examples and tutorials. The Professional edition provides expansion into investment analysis plus an integrated budget savings program.

Features
  • You can check that your interest and bank charges are correctly deducted.
  • You can check that loan/lease/mortgage payments are correct.
  • You can recalculate bank interest.
  • You can calculate cost savings under different rate conditions.
  • The Professional Edition provides additional financial account templates:
  • Managed investment funds. Vary total expenses fees to calculate savings. Calculate the present values of investment funds up to 30 years into the future.
    Accelerated Mortgage Repayment program to save financing charges.
  • Check My Loans keeps track of loan repayments, remaining balances and amortizations of multiple loans/mortgages/leases in one single register. (Windows program 6.8 MB download as a separate file).
  • Calculate annual rate of return for any stock or mutual fund portfolio incorporating buy/sell transactions.
  • Buy to Rent Modeling. Calculates annual ROIC for any combination of purchase price, rental, occupancy rate, loan type, annual expenses, capital growth, and tax rates in Buy to Rent investments.
Screenshots

Support

Millennium Software Inc. and Support

Guarantee

30 days money back.

System Requirements
  • Windows 95/98/2000/ME or XP
  • MS Excel 97 or more
Prices

US$139.99 Saving & Investment Planner

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