is a collection of eight personal finance programs.
The program include: annuity/pension payout schedule, auto loan calculators, personal financial statement, time-value of invested funds, portfolio tracker for stocks and bonds, fundamentals tracker for stocks, investment required for retirement goals, and annuitization schedule for savings.
The Annuity/Pension Payout Schedule demonstrates the length pf time an annuity or a pension payout will last based on the amount of monthly payments to you and the interest that will be earned on the balance.
Auto Loan Calculators may be used to compare loan types, proposed "deals" and periods of financing, as well as the effects of various interest rates.
Personal Financial Statement is a schedule of your assets and liabilities and is widely accepted by banking and mortgage lender institutions.
Time-Value of Invested Funds shows you the value of money over time based on monthly, annual, and single deposits.
Portfolio Tracker for Stocks and Bonds lets you track your investments in stocks, bonds, and mutual funds.
Fundamentals Tracker for Stocks lets you enter the financial data for a given stock so that you might better forecast its performance.
Investment Required for Retirement Goals lets you calculate the amount of money you need to be investing monthly to provide a monthly withdrawal upon retirement, supplemented by Social Security, pensions, annuities or other income sources.
Annuitization Schedule for Savings calculates a complete schedule for regular deposits over a duration of up to 40 years.
NOTE: When you run the program it may take a minute or so to load.
Personal Finances+ runs on
Windows 95/98/Me/NT/2000/Windows 10/11
and is available under the
Shareware
license
— the installer is 1 MB.
We’ve catalogued it under
Investment Analysis.
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