MoneyView has been designed to be a life time tool for users starting as early as age 20 and continuing throughout their lives. Three editions of MoneyView are available.
We understand that most consumers users will have limited financial planning or accounting knowledge. We have made our software as user friendly as possible. From the look and feel of Microsoft Office to the context sensitive help, everything was designed with the user in mind.
Additional features include:
Built in Plan Types for Individuals, Partners and Married Couples.
Expense models for Revolving Credit, Installment Credit, Recurring and Intermittent.
Data import from Microsoft Money and Quicken.
24 Income/Investment models.
Real Property model including 1st and 2nd mortgages and rental income options.
Personal Property model.
All deferred income types and pensions fully integrated with Wages/Draws or Self Employment Income.
Social Security optimization for married couples.
Fixed, Historical Life Cycle and Custom Investment growth options.
Fixed, Historical and Custom Inflation rate options.
Fixed, Standard Deduction, Federal Averages and Custom Effective Tax options for both pre- and post-retirement.
Predictive scenarios including: Optional Expense & Income/Investment Items, Variable Life Expectancy, Variable Retirement Age, Variable Social Security Start Age, Variable Real Property Disposal Age(s), Variable Personal Property Disposal Age(s) and Variable Inheritance Age(s).
Enhanced Monte Carlo Analysis using actual historical data randomized rather than simply random data.
Mid-Point analysis with probability calculation.
Graphical and detailed data results.
Saved analysis results for later comparison.
Automated plan update for life events including: Retirement, Starting Social Security, Death of spouse or partner, Marriage or New Partnership.
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Supported Operating Systems:
Windows XP |
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