financial planning

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Financial Advisor for Excel (Full Access) - 3.1

Take these 73 powerful financial calculators, directly to your Excel spreadsheet
Borrowing, business profitability, discounted cash flows, financial planning, investing, bonds, cost of capital, options, valuation and more in this financial toolbox!!





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Rating: 5 Stars5 Stars5 Stars5 Stars5 Stars
Current Version: 3.1
Release Date: Jun 28, 2007
License: Shareware
Price: $129.95
Downloads: 1760


More on Financial Planning
EFM: plan / actual analysis 2 4Data Added 1: May 30, 2012   
EFM: plan / actual analysis. Budgets Business Management Deviations Analysis.
EFM: plan / actual analysis is a simple tool designed for financial planning and business management of an enterprise on the basis of approved budgets which will help user not only to perform comparison of obtained results with planned values but also to analyze causes of deviations occurred. Active tasks: - budgets preparation; - comparing results with the planned values; - analysis of the deviations.
Size: 5.8 MB License: Shareware Price: $100 
Keywords: Budgets - Business Management - Deviations Analysis - Financial Planning - Plan Actual Analysis



Rubysteps Financial Planning Software 1.0Data Added 1: February 22, 2013   
A PHP application, built on the XAMPP server platform, which will handle personal-finance record-keeping and budgeting in keeping with the system and principles taught by financial planning expert and radio personality Dave Ramsey. Other License
Size: License: Freeware 


phpMoney - Financial Planning Tool 1.0Data Added 1: July 31, 2013   
phpMoney is a financial planning tool developed in PHP PHP License
Size: License: Freeware 


Certified Skilled Worker of Financial Planning Examination Level 2 Essential keywords FREE 1.1.3Data Added 1: September 16, 2014   
Certified Skilled Worker of Financial Planning Examination Level 2 Essential keywords FREE. .
A drill book for 'Certified Skilled Worker of Financial Planning', a Japanese official certification for financial planners. In this application, you can challenge questions for each essential keyword one by one. After answering each question, you'll see the correct answer and detailed description for the question immediately. So you can progress your study at your own pace. Additionally, results will be displayed on the table of contents. You will find your weak points at a glance. This...
Size: 5.3 MB License: Freeware 


Certified Skilled Worker of Financial Planning Examination Level 3 Essential keywords FREE 1.1.5.2Data Added 1: June 02, 2014   
Certified Skilled Worker of Financial Planning Examination Level 3 Essential keywords FREE. .
A drill book for 'Certified Skilled Worker of Financial Planning', a Japanese official certification for financial planners. In this application, you can challenge questions for each essential keyword one by one. After answering each question, you'll see the correct answer and detailed description for the question immediately. So you can progress your study at your own pace. Additionally, results will be displayed on the table of contents. You will find your weak points at a glance. This...
Size: 4.6 MB License: Freeware 


Vega: CashFlow Demo 5.1Data Added 1: December 22, 2015   
Vega: CashFlow Demo. Analysis Budgeting Budgets.
Vega: CashFlow is a simple and easy to use software for effective control over cash flows of a company. It automates financial planning, current financial control, forecasting and cash flows analyzing. Vega: CashFlow will be effective both in small companies and businesses with a complex financial structure. Vega: CashFlow easily integrates into the business processes, regardless of the scale of the organization. It can improve financial results of companies functioning in any business...
Size: 50.9 MB License: Demo Price: $199 
Keywords: Analysis - Budgeting - Budgets - Cash Flow - Current Financial Management - Financial Accounting - Financial Control - Financial Planning - Financial Responsibility Centers - Forecasting



Vega: CashFlow 5.4Data Added 1: January 05, 2017   
Vega: CashFlow. Analysis Budgeting Budgets.
Vega: CashFlow is a simple and effective solution designed to control medium-sized companies cash flows. It automates financial planning, current financial control, forecasting and cash flows analyzing. Vega: CashFlow will be effective both in medium-sized companies and businesses with a complex financial structure. Vega: CashFlow easily integrates into the business processes, regardless of the scale of the organization. It can improve financial results of companies functioning in any...
Size: 51.8 MB License: Shareware Price: $199 
Keywords: Analysis - Budgeting - Budgets - Business Budgeting Software - Cash Flow - Current Financial Management - Financial Accounting - Financial Control - Financial Planning - Forecasting



J and L Financial Tool Set 1.5Data Added 1: August 09, 2007   
J and L Financial Tool Set. Financial Financial Planner Plan.
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 the following tools -- A detailed mortgage calculator, a mortgage refinancing analysis, an accelerated mortgage payment analysis, a loan calculator, an inflation calculator, a Taxes / Inflation / Investment calculator, a trade-off analysis, an effective rate calculator, a Rule 72t...
Size: 569.6 KB License: Shareware Price: $49.95 
Keywords: Financial - Financial Planner - Plan - Planner - Retire - Retirement - Retirement Planner - Tools



J and L Financial Planner 12.0Data Added 1: August 09, 2007   
J and L Financial Planner. Financial Financial Planner Plan.
The top rated J and L Financial Planner is a financial planning software program that allows you to create simple or complex financial scenarios based on financial events through out your life. It makes your financial planning easy. You create the scenario based on your current financial status and future financial events. The J and L Financial Planner executes your scenario and displays the effects on your net worth through out a selected time span. The output is displayed in a text format...
Size: 970.4 KB License: Shareware Price: $79.95 
Keywords: Financial - Financial Planner - Plan - Planner - Retire - Retirement - Retirement Planner - Rule 72t - Vista - Vista Compatible



Financial Advisor for Excel (Standard) 3.0Data Added 1: October 07, 2008   
Borrowing, business profitability, discounted cash flows, financial planning, investing, bonds, cost of capital, options, valuation and more in this financial toolbox!!! Financial Advisor for Excel is the Swiss Army Tool of financial calculators: loans, NPV, bonds, etc. It's a powerful tool that consists of 73 different financial calculators. These calculators simplify basic financial calculations, saving you time and effort. These calculators can work for all sorts of different evaluations...
Size: 7.6 MB License: Shareware Price: $69.95 


Intellect Financial Planner 1.2Data Added 1: February 17, 2014   
Intellect Financial Planner. .
Intellect Financial Planner is an easy to use financial planning tool. Its comprehensive functionality enables users to perform Financial planning, Insurance planning, Retirement planning in an intuitive manner. Features
Size: 12.0 MB License: Freeware 


Tax Brackets Calculator 2005 1.01Data Added 1: June 21, 2007   
Tax Brackets Calculator 2005. Accountant Accountants Accounting.
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 average tax rate based on your filing status: single, married filing jointly, married filing separately or head of the household. Simple to use, this handy tool provides quick tax help to individuals and CPAs in the USA.
Size: 309.5 KB License: Freeware 
Keywords: Accountant - Accountants - Accounting - Calculator - Cpa - Earnings - Federal - Finance - Financial Planning - Income



brinance Data Added 1: February 25, 2010   
'Brinance' is a financial planning and tracking program, hoping to be a functional replacement for something more complicated like GnuCash for those who prefer the command line. It has a few advanced features, such as scheduling transactions in the future and having as many accounts as one might want.. brinance: Command-Line Banking.
Size: 19.0 KB License: Freeware 


Small Business Finance 1.0Data Added 1: April 25, 2013   
Small Business Finance provides a framework and specific applications for financial planning and controlling in a small business environment. The extensible system is based on "practices" that users can add and extend. GNU General Public License (GPL)
Size: License: Freeware 


Contrail 1.4Data Added 1: September 01, 2014   
Contrail. .
CONTRAIL - Contrail, LLC . . . . CONTRAIL is the official app of the logistics operator Contrail, LLC Track real-time location of your containers. Monitor the scheduled date of arrival. Watch for accounts receivable to financial planning. Get information on the customs clearance of your goods. CONTRAIL - online logistics.
Size: 6.2 MB License: Freeware 


Bills for iPad Free 1.9Data Added 1: May 14, 2014   
Bills for iPad Free. .
Top 1 iPad app overall (USA) several consequent days. Plan and track your expenses every month. With all your devices synced, you'll never miss a bill again. Clear, simple and quick (a MUST HAVE) financial planning! Start now
Size: 11.5 MB License: Freeware 


CalcMadeEasy 4.3.1Data Added 1: September 16, 2014   
CalcMadeEasy. .
*** Thanksgiving / Black Friday Discount. Save 50% on Thursday and Friday *** CalcMadeEasy is versatile app which makes it easy to do financial planning/decision making, scientific/mathematical calculations, unit conversions and notes. Its like 4 apps in 1 at one low price, NO extra packages or templates to purchase later. Once start using this, you wont go to other calculator. It has easy to use tab based interface for easy navigation, built-in auto-note taking capabilities which...
Size: 9.9 MB License: Shareware Price: $1.99 


Dr. Douglas Rice - IFFPE 2.0Data Added 1: March 03, 2014   
Dr. Douglas Rice - IFFPE. .
Learn how to make better financial decisions and how to create your own financial plan. With this app, Dr. Rices Institute for Financial Planning Education provides the lessons you need to cut out the confusion and create some clarity in your financial life. If you want to start making better financial decisions, this is the app for you!
Size: 2.9 MB License: Freeware 


Securitor Facts and Figures 1.4Data Added 1: September 03, 2014   
Securitor Facts and Figures. .
Securitors Facts & Figures provides a single reference point for all current tax, superannuation, retirement and social security rates and thresholds that are relevant for financial planning strategies. It contains the information that financial planners may need quick access to on a daily basis to assist their clients.
Size: 4.6 MB License: Freeware 


MONEY Magazine Financial Assistant 1.1 build 24Data Added 1: February 22, 2010   
The smart new way to manage over 150 everyday financial decisions. From comparing leases to planning your retirement, your Palm Powered handheld is your on-call advisor. As fast as you can jot down the figures, your handheld performs the calculations. Whether you are calculating a Lease payment, Yield to Maturity, splitting a restaurant bill or simply comparing the prices of different sized packages, the Financial Assistant will help evaluate financial problems quickly and accurately. No...
Size: 1.5 MB License: Demo Price: $19.95 
Keywords: 1 1 Build - Assistant - Build - Financial - Financial Assistant - Help - Magazine - Money - Money Magazine - Money Magazine Financial Assistant



Fast Mortgage Estimator 1.21Data Added 1: June 21, 2007   
Fast Mortgage Estimator. Apr Calculator Debt.
Fast Mortgage Estimator calculates your mortgage payments. This software is an easy to use tool for home purchase planning. Fast Mortgage Estimator shows monthly payment, total payments and total interest paid given the mortgage amount, interest rate, loan term and down payment option types.
Size: 367.3 KB License: Freeware 
Keywords: Apr - Calculator - Debt - Down Payment - Downpayment - Financial - Interest - Interest Only - Jumbo Mortgage - Loan



Account Xpress 3.8Data Added 1: January 23, 2011   
Account Xpress. Account Reconciliation Budget Planner Budget Planning.
Account Xpress is a personal finance management software for Windows loaded with features designed to help you manage your money quickly and easily. Track and reconcile transactions for virtually any kind of accounts (credit cards, savings, checking, credit line, cash, etc.). Budget management is made easy with the help of user-defined income and expense categories, budget projections, and budget versus actual comparison reports. The tree view structure allows you to organize and access your...
Size: 1.8 MB License: Shareware Price: $39.99 
Keywords: Account Reconciliation - Budget Planner - Budget Planning - Checkbook - Electronic Checkbook - Financial Planning - Personal Accounting - Personal Finance Management - Personal Finance Management Software - Personal Finance Software



Computek Business Solutions - Financial Edition 1.0Data Added 1: October 20, 2014   
Computek Business Solutions - Financial Edition. Banking Business Calendar.
Running your business requires you to be a CEO, CFO, VP of HR, the VP of Sales, ISIT and everything in between. The life of a small business owner is hectic and complex. You wear many hats to be successful. Your time is better spent facing clients and generating sales revenue. Having a complete picture of your business finances, profit and cashflow is the job of Computek Business Solutions! Delegate your financial planning to Computek will translate to increased productivity and sales...
Size: 186.7 MB License: Shareware Price: $29.95 
Keywords: Banking - Business - Calendar - Client - Customer - Deposit - Employee - Expenses - Financial - Hours



Certified Financial Planner (CFP) Exam Prep 1.0Data Added 1: April 21, 2014   
Certified Financial Planner (CFP) Exam Prep. .
Upward Mobility's Certified Financial Planner Exam Prep software for the iPhone and iPod Touch is perfect to help you prepare for the challenging CFP exam. FEATURES: * 520 targeted questions, written exclusively for Upward Mobility by professional financial writers. * Detailed, explanatory answers designed to reinforce and expand your knowledge. * Covers all the key topics on the Financial Planner exam including: -- General Principles of Financial Planning
Size: 716.8 KB License: Shareware Price: $6.99 


INCOMEMAX 1.0Data Added 1: May 24, 2007   
INCOMEMAX is an EXCEL template which allows you to maximize business earnings over a 10 year period. You can apply earning weights (discount rates for example) to yearly values and the program then calculates optimal market shares for each product. 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 proforma...
Size: 444.3 KB License: Shareware Price: $149.95 
Keywords: Budgeting - Business Optimization - Financial Analysis - Financial Planning - Proforma Planning



Rylstim Budget 4.5.1.6377Data Added 1: April 10, 2013   
Rylstim Budget. Accounting Budget Budgeting Software.
Completely new, yet the simplest way to keep an eye on your money daily is to use calendar. But to not merely look at it the way you did it before - record your revenues and expenses right on the calendar. 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 functions. You can maintain...
Size: 8.0 MB License: Shareware Price: $24.95 
Keywords: Accounting - Budget - Budgeting Software - Calendar - Expense - Expenses - Financial Planning - Financial Software - Home Finance - Income



Account Pro 9.1.105Data Added 1: October 07, 2008   
User-friendly network-capable multi-currency accounting and finance planning program, equally suitable for small to medium businesses, institutions, and private users. ACCOUNT PRO is multi-system (British/American and European), multi-currency, and multilingual and can be installed in English, German, French, Spanish, Italian Danish, Swedish or Dutch. The program is based on the principle of double-entry bookkeeping. It is capable of networking, handles up to 2000 client accounts, and it has...
Size: 4.4 MB License: Shareware Price: $215 


eiDesktop 2.1.531Data Added 1: April 20, 2010   
eiDesktop. Finance Finances Financial Planning.
eiDesktop provides unique statistical and economic analysis of over 20,000 current stocks, mutual funds, and indexes. Using patented Eta Analysis, you can easily see the economic risks associated with a given asset. eiDesktop also allows you to determine how much hidden economic risk is present in a portfolio, or which stocks are more likely to be helped (or hurt) by the current economic climate. eiDesktop's patented system accounts for over 90% of price variation in most stocks, mutual...
Size: 2.4 MB License: Freeware 
Keywords: Finance - Finances - Financial Planning - Investment - Investment Management - Investments - Mutual Funds - Performance Management - Personal Finance - Portfolio



EconomicInvestor Stock Risk Wizard 2.1.601Data Added 1: May 21, 2010   
EconomicInvestor Stock Risk Wizard. Finance Financial Planning Investment.
Stock Risk Wizard provides unique statistical and economic analysis of over 20,000 current stocks, mutual funds, and indexes. Using patented Eta Analysis, you can see the economic risks associated with a given asset. Stock Risk Wizard also shows you how much hidden economic risk is present in a portfolio, or which stocks are more likely to be helped (or hurt) by the current economic climate. Stock Risk Wizard's patented system accounts for over 90% of price variation in most stocks,...
Size: 2.4 MB License: Freeware 
Keywords: Finance - Financial Planning - Investment - Investment Management - Mutual Funds - Performance Management - Personal Finance - Portfolio Management - Retirement Plans - Risk Management



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