KEYS TO FINANCIAL FREEDOM
Never Make a Late Payment Proactively Control your Spending
Below is the My Finances page this page provides an up to date picture of your finances. On this page you have both a visual summary and number summary, if something is not right, it will show here. To know what is due this week is summarized here for you, for example in Monthly spending section there is one category past due and two categories due this week, click the Monthly title and it will take you to Monthly Spending. The due and past due bills section is updated each Sunday from your Spending Plan (Budget).
This is a summary of your finances each month, your home finance dashboard.
MASTER SPENDING general CAPABILITIES
This software summarizes your financial information on My Finances, breaking the Spending Plan (Budget) into separate sections, getting to the sheet you want either by clicking a link or clicking on the tab at the bottom of the workbook. This product provides integrated capability designed to put you completely in control of your finances while spending 5 to 10 minutes a week of your time.
While this may sound crazy, it is real to those of us who use this tool. Two key things enable this: First, goals are integrated with the Spending Plan and the Spending Plan was built to fix most of the budgeting issues people face. Secondly, the planning process is built to support a weekly planning cycle based on a proven management process.
If you read our blog “Accounting vs Planning” you will learn about this simple process we naturally use for almost everything in life and when you follow this process you may actually look forward to managing your finances each week because, maybe for the first time, you will feel in control. But it won’t happen unless you can make that choice and embrace the change. One of the big side benefits is you stop worrying about money and start sleeping better.
To make sure this is for you these are the money management issues we fix and have reviewed elsewhere on this site:
This system helps you stay on top of paying your bills telling you what is due and what did not get paid in earlier weeks. You can set the due day or date to pay earlier so you pay bills early every time.
This system helps you set aside money each month to pay for irregular bills.
This system helps you see where you are over spending your Spending Plan and where planned money is available during the month.
This system helps you save for goals following the SMART method (Specific, Measurable, Achievable, Relevant and Time bound)
This system can help you increase your Credit Score by paying bills on time and eliminating debt (while maximizing your available credit).
When you use these tools and follow a weekly process of paying bills and importing transactions over time, you will likely spend 5 to 10 minutes a week on your finances.
MASTER SPENDING PROVIDEs THE FOLLOWING specific CAPABILITIES:
Managing Spending
Import bank or credit card statements
Easily create your Spending Plan (Budget)
On the Spending Plan set due days/dates a week earlier than they are due (This helps build your credit score)
On Spending Plans bills due each week will be highlighted for a week starting on Sunday and bills not paid on time will show as unpaid the rest of the month or until they are paid.
Keep a monthly history of your expenses
Model changes to your Spending Plan that do not impact your actual Spending Plan.
Delete single categories in a click (all data and imported transactions gone in a snap)
Delete all your actual’s, paid y’s and transactions (on Weekly Spending) by clicking Start New Month on My Finances. (This is done with one click and in a snap)
Add Payee or Provider information by category, goal or loan including; web address, account #, username, password (any information you want to keep)
Automatically update due dates for Quarterly, Semi Annual and Annual categories each new year
Save and retrieve your data from a separate file, your data is saved each time you click save and the data is imported again every time you open the product or you can import it at anytime by clicking Retrieve My Data on My Finances
Attaining Goals
Easily setup and track Goals following the SMART goal method
Goals must be funded by your Spending Plan or Paycheck
Goal Planning projects whether you will achieve your goals or not and by how much
Goal Planning let’s you model adding or removing money to or from goals and adding money back to the Spending Plan or spending more available income. (This is all visible on Goal Planning)
Goal Planning projects the amount of principal you have saved over time.
Delete goals in a click (all data gone in a snap)
GUARANTEE
This product has a 30 day guarantee, we will refund your money if you are not satisfied in the first 30 days.
We will address each support issue, reported to our on line support form, via phone or email, whichever you provide.
System Requirements: These are excel based products, please see System Requirements by clicking the link below.
Works on windows PC’s and laptops.
Note: This product is not subscription based and is priced under $100
We are renewing our code signing certificates and the shop is closed, no downloads are available at this time!