The Personal Success Pack I offers Excel spreadsheets and forms that assist in personal finance management. It includes Asset Locator, Closing Cost Worksheet, Gross Estate, Home Improvement Log, Household Inventory, mortgage Qualifier, and other resources.

This software package is designed to help you become better organized, providing a range of scenarios and options for planning financial strategies. You can track your assets and their value for insurance purposes using the Asset Locator. The Closing Cost Worksheet helps you calculate the closing costs associated with real estate transactions, while Gross Estate allows you to estimate the value of your estate.
The Home Improvement Log helps you track purchase and upkeep costs of your home for resale and tax purposes. You can also record important insurance information about items around your house using the Household Inventory. Additionally, the Mortgage Qualifier allows you to compare different homes and their associated costs, while Mortgage Refinancing helps you compare your current mortgage with optional refinancing plans. With the Mortgage Amortization, you can easily calculate your mortgage's amortization and payment schedules.
Net Worth provides a simple net worth statement, while the Personal Budget helps you fine-tune your personal budget. You can construct a wise retirement strategy as you compare various scenarios and assumptions with the Retirement Planner. In addition, you can stretch your retirement savings as you compare different scenarios with the Retirement Budget. Lastly, the Tuition Planner helps you calculate annual and overall tuition costs for your children's education.
Overall, the Personal Success Pack's thirteen spreadsheet solutions are an excellent way to get to know the numbers that affect your life and exercise tighter control over your personal finances. This software package is easy to use and offers a range of resources to help you plan your financial future.
Version 5.0: N/A