Get on top of your finances with Personal Success Pack II. This software provides handy spreadsheets and forms to help you organize your money matters. It includes tools like the Auto Expense Statement, Borrowing Cost Worksheet, Capital Gains Worksheet, Credit Card Payment, and more.

The software includes a variety of personal financial forms like the 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. Each of these forms is designed to help you complete specific tasks or calculations and improve your financial strategy.
The Auto Expense Statement allows you to keep track of purchase and upkeep costs of your auto, while the Bill Divider lets you 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. In contrast, the Capital Gains Worksheet lets you view your securities and enables you to track their gains or losses.
Similarly, the Credit Card Payment Plan lets you organize a credit card payment schedule, and 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, while the Mutual Fund Cost Analysis helps you with your personal finances.
Finally, the Short Term Insurance Analysis Worksheet helps you calculate and compare the benefits of short term insurance. FastStart Personal Success Pack II is designed for users who don't need in-depth treatments and starts you down the road of personal success analysis. With the software's "what-if" scenarios, you can weigh options and plan financial strategies, making it an efficient tool in managing your finances effectively.
Version 5.0: N/A