Full Edition Software – this is the only edition of the Money Action Plan Software and contains everything that was previously contained in both the Starter and Full Editions.
The Starter Edition IS NO LONGER AVAILABLE.
All of its capabilities are included in the Full Edition described below.
It was designed to help you budget and then manage your budget month-to-month. It also includes worksheets for listing your Assets and Liabilities but don’t let that scare you. The concentration is on the budgeting and money management. Use this edition if you are new to budgeting and money management and need to get your finances under control. See the screenshots below and if you think this is the edition for you, return to the download page and download this edition of the software. All of these can now be found in the Full Edition.
Main Menu
Budget Worksheet
Budget Summary
Asset, Liability, Net Worth
You can still use the Money Action Plan Software as a Starter Edition by concentrating on the Budgeting and Money Management sections and ignoring the other sections until you are ready for them.
The following two Books are primarily associated with the former Starter Edition:
Budgeting and Money Management – the Basics
Keep More of What You Earn
The sections beyond the Starter Edition are described below:
The Investments Section includes everything the Starter Edition has plus more. It includes more detailed lists for your Investment Assets and provides a summary of those investments in both the retirement and non-retirement categories. Also included is an Investment Worksheet to help you manage and control your investments. See the screenshots below and if you think this is the edition for you, return to the download page and download this edition of the software.
Investments List
Investments Summary
Investments Worksheet
The Retirement Planning Section adds additional functionality for those who are ready to start planning for their retirement. It includes everything in the Investments Edition plus more. There are separate worksheets to help you determine your income, expenses and investments during your retirement years. The information initially comes from your other worksheets in the Money Action Plan System but then allows you to make changes to that data to arrive at your best estimate of your income, expenses and investments. The results are presented on a Retirements Planning Summary. See the screenshots below and if you think this is the edition for you, return to the download page and download this edition of the software.
The Estate Planning Section is not included in the Money Action Plan Software. The book, Estate Planning – The Basics provides the information and forms you will need to plan the details of your estate. This is not intended to take the place of a qualified Estate Lawyer. Rather it is is designed to help get your information organized so when you visit an lawyer, you will have all the information they will need to organize your estate in the manner you need and want. The Estate Planning Forms can be downloaded from the Forms section.
The following books are primarily associated with the Full Edition:
Both Starter Edition Books plus the following:
Investing – The Basics
Retirement Planning – The Basics
Estate Planning – The Basics
NOTE: ALL the Money Action Plan Books can be purchased as a series in Kindle eBook format or individually in either eBook or Paperback format here; Money Action Plan Book Series