| IMPORT PROFILE |
| SCENARIO 1 |
My spouse and I want to track our finances
individually but also want to have a consolidated
view of our finances. |
| SOLUTION |
You can have as many profiles as you want in our
tool which means that you and your spouse can track
finances individually. The tool is also equipped
with a feature called “Import Profile” which will
allow you to have a consolidated view of your
profiles. Click here to view how to import a profile |
IMPORT TRANSACTIONS |
| SCENARIO 2 |
My spouse and I want to track our finances
individually but also want to have a consolidated
view of our finances. |
| SOLUTION |
You can have as many profiles as you want in our
tool which means that you and your spouse can track
finances individually. The tool is also equipped
with a feature called “Import Profile” which will
allow you to have a consolidated view of your
profiles. Click here to view how to import a profile |
TAX PLANNING |
| SCENARIO 3 |
I want to plan my taxes using this tool |
| SOLUTION |
All you have to do is
<link>categorize</link> your transactions to
different tax codes that may be applicable.
At the end of
the year when it is time to file your taxes, you can
generate a <link>report<link> to view all the
transactions per your tax categories which you can
print and submit to your tax consultant.
|
WHEN CAN I AFFORD |
| SCENARIO 4 |
I want to buy a house with a lake view in a prime
location. But I have a ongoing education and
car loan right now. Can I afford it now or
later ? If yes, then when can I afford it. |
| SOLUTION |
Based on your income and expenses, you can
analyze if you can afford to buy an item. All you
have to do is enter the price details of the item.
Click <link>here<link> to view how.
|
| SCENARIO 5 |
I have a son who wants to become a doctor. I want to
plan for his educational expenses right now.
Can this software help me? |
| SOLUTION |
Yes, it can ! You can plan for
your kid’s education or your daughter’s marriage and
incorporate that in your financial plan so that the
tools such as “When can I retire” and “When can I
afford” will take that data into consideration in
the analysis. This is achieved through the
<link>Family Finance Planning</link> feature.
|
MY
RETIREMENT PLANNER |
| SCENARIO 6 |
I want to retire at 45. I want to know if my
retirement at this age is feasible or not. |
| SOLUTION |
It is very simple to plan your retirement. All you
have to do is add <link>Future Transactions</link>
which basically means adding your future income and
expenses. You can use the
<link>Planning</link>window to enter recurring
transactions. After you add your future
transactions, all you have to do to analyze your
plan is run the <link>My Retirement Planning</link>
tool.
|
DEBT
FREE |
| SCENARIO 7 |
Me and my girlfriend are planning to get married
soon. However, I have some debts which I want to get
rid off before I tie the knot. Can I know when I can
be completely debt free? |
| SOLUTION |
In this tool, you can enter all
your different debts and exactly calculate how much
you need to start paying to be free of that debt in
a given amount of time. You can also adjust the
monthly payment to see how much time it is going to
take you to pay off your debt. Click
<link>here</link> to view how to use this feature.
|
