Financial Planner (Personal) for Windows

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Key Details of Financial Planner (Personal)

Track and manage your financial budget.
Last updated on November 7, 2008
There have been 3 updates
Virus scan status:
Clean (it’s extremely likely that this software program is clean)

Developer’s Description

By Spreadsheet Solutions

Track and manage your financial budget.

Financial Planner Personal edition is a simple yet powerful Excel Spreadsheet. Financial Planner helps you manage your incomes, investments, assets, liabilities, net worth, cash flow. Financial Planner Personal has an easy-to-use interface. It helps you to keep track of your recurring investments, to calculate your monthly cash flow and to know what percentage of your total assets is devoted to retirement.

Version 3.2 incorporates number of hours worked per week for hourly wage jobs.

Financial Planner (Personal) for Windows

Used Financial Planner (Personal) for Windows? Share your experience and help other users.

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Full Specifications

GENERAL

Release: March 11, 2008

Latest update: November 7, 2008

Version: 3.2

OPERATING SYSTEMS

Platform: Windows

Operating System

Windows ME
Windows Vista
Windows XP
Windows NT
Windows 2000
Windows 10

Additional Requirements: Windows Me/NT/2000/XP/Vista, Microsoft Excel

POPULARITY

Total Downloads: 39,691

Downloads Last Week: 0

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Last Updated

User Reviews

4.6/5

15 User Votes

Just a spreadsheet!
ashkhAugust 6, 2009
Pros
There is nothing good about this "product".
Cons
Not software - just an Excel spreadsheet with extremely limited functionality on the trial version, you may as well just create your own. Customer services is just an individual with a Gmail address - not a company or business as far as I can tell.
Summary
This "software" is just an Excel spreadsheet and the customer services department is just a Gmail address where you send your money to! Don't be fooled by this amateur download.
Everything you want/need for your personal finances
market_watchJune 15, 2008
Pros
Honestly, this is everything you want/need to manage your personal finances. It's not complicated like those expensive programs (i.e. Quicken, MS Money), but it has everything you need.
Cons
Summary
Really great tool for personal finances
rog.williamsFebruary 5, 2008
Pros
This tool really helped me manage all my finances. It was simple enough to use without having to read any thick manuals, and it really organizes your finances in a thoughtful way. I highly recommend it!
Cons
Summary
Smart, Clean, and Helpful
ray_tinsleyDecember 8, 2007
Pros
This program is perfect for what I was looking for: an easy-to-use financial planner that would really help me understand my finances and my financial state. I like how it is broken down into different sections (assets, incomes, debts, etc). This was an easy buy.
Cons
Summary
The BEST software to manage your finances!
hank_yankOctober 12, 2007
Pros
I've tried LOTS of financial planning software, both free and expensive. This program is the most straight-forward and useful one I have found. I use it to track my assets, my debts, and my mortgage. It's practically an essentially tool for homeowners and families. In order to improve your finances, you first have to understand them, and this tool helps tremendously with that! A GREAT buy!
Cons
I can't find anything wrong with it.
Summary
Get a grip on your finances!
tonypez32August 1, 2007
Pros
I've found nothing better (that's this cheap) for recording and understanding my finances. I can track all of my assets and how I plan to use them. I can monitor my cash flow and identify which spending habits hurt the most. I can plot my net worth over time to see if I'm making any progress. Overall, a handy tool for getting a grip on your finances.
Cons
For $4, I can't complain about anything.
Summary
helpful, and easy to use
circuitsavyJuly 11, 2007
Pros
this is a tool that I can actually see myself using quite often. it covers all aspects of my finances, and it's a lot easier to use than some of the big-name products.
Cons
Summary
A smart investment!
brakethrewJune 30, 2007
Pros
I look at this product as an investment. Using has allowed me to organize my assets, get a grip on my retirement savings, my mortgage payments, and my monthly cash flow. Now that it has helped me UNDERSTAND my finances, I can utilize them much more efficiently. For such a small price, it's well worth it!
Cons
Summary
Overall, a great tool
iamfroggerJune 23, 2007
Pros
It's clean, well-thought-out, and structured in a convenient manner. Much less confusing than other financial planners i've used, but just as thorough.
Cons
Summary
Nice and easy
bnelmsJune 2, 2007
Pros
Seems well put together and easy to use
Cons
The so called Free version is not as funtional as I would like. You can only input one line of your personal data. Its amazing how so many people have stated no cons.
Summary