This software offers calculations, projections, and graphs for budget planning, mortgage planning, savings planning, and net worth tracking. It highlights areas for savings within the budget and mortgage, and shows how growth in savings could benefit investments.
Some of the key features that really stood out to me included the Budget Planning component, which helps to identify areas where savings can be made in order to reduce expenses. With intuitive databases and dual columns that allow for easy comparison of existing versus budgeted items, this tool is ideal for anyone looking to streamline their spending and optimize their finances.
Another standout feature was the Mortgage Planning tool, which provides detailed information on how to save tens of thousands of dollars over the life of your mortgage. Whether you're interested in regular, accelerated, or prepayments, the software offers a range of strategies and calculations to help you make informed decisions about your mortgage payments.
Of course, no financial software would be complete without a comprehensive Savings Planning tool, which is why I was so impressed by the way that Budget for Success calculates the compounded growth of savings applied to an investment. Whether you're saving for a specific goal or simply looking to maximize your long-term financial health, this tool is an excellent way to stay on track and get the most out of your savings.
Finally, I was pleased to see that the software includes a Net Worth module, which allows users to easily track their assets and liabilities. This feature can be invaluable for anyone looking to get a more accurate picture of their overall financial health, and is made even more accessible thanks to the software's excellent online help guides.
All in all, I would highly recommend Budget for Success to anyone looking for a powerful financial planning tool that offers a range of features and benefits. With its intuitive user interface, comprehensive calculations and projections, and a range of helpful graphs and charts, this software has everything you need to plan your budget, mortgage, savings, and net worth with ease and confidence.
Version 3.60: N/A