Personal Budget Planner
The Ultimate Personal Budget Planner
advanced
PlanMagic Personal Budget Planner is the most advanced personal budget planner in the world. The program consists of an easy to use planning model in MS Excel to plan for 5 years in detail. Unique features include a checklist to see where action is needed, loan and funds calculators until retirement age, a to-do calendar, an event calendar, analysis trees to tweak data and see the results thereof, actual versus planned comparison, and much more.
complete
  •   Fully automated 5-year personal financial projections
  •   Built-in charts, analysis tools and advanced reports
  •   Calculators for loans and retirement funds until the retirement age
  •   Validation checks for data consistency
  •   Views are collapsible for clear summaries
  •   Checklist to see where action is needed
  •   Comprehensive step-by-step guide
smart
The application uses the Smart Entry System (SES)™ that minimizes and significantly speeds up data entry. It is designed to work the way you work and think. It offers more than 20 charts to illustrate trends in income, expenses, investments, net worth, etc. The guide covers all subjects you will encounter in the financial plan. From investments, income, and assets to budgeting, to loans, and more. Incredibly complete and thorough!
benefits
You will not find a better personal budget plan solution that is as detailed, automated and thorough for such a competitive price. Enter assumptions, add income, expenses, bank accounts, credit cards, loans and investments. As you move forward, you'll see the plan materialize before your very eyes. We are confident that you will be 100% pleased with the results.

View demo videos

Can you afford (not) to get the best personal financial planner?

Buy Now Read More
Personal Budget Planner
Personal Budget Planner Application

You will not find a better personal budget plan solution as detailed, automated or thorough. Enter some assumptions, add income, expenses, and investments. Then see the plan materialize before your very eyes.

Use PlanMagic Personal Budget Planner to:

  • follow a budget
  • calculate expenses, loans, etc.
  • view disposable and unused income
  • monitor the financial position
  • calculate investments
  • take timely action
  • Uses PlanMagic's Smart Entry System (SES)™ to minimize and significantly speed up data entry.
  • Easily add new income streams.
  • Includes wizards to simplify and significantly speed up data entry.
  • Validation pluss for data consistency.
  • Year and forecasts can start in any year.
  • Checklist to see where action is needed.
  • Views are collapsible for clear summaries.
  • Projected worksheets that are always balanced.
  • More than 20 charts illustrate trends in income, expenses, investments, net worth, and more.
The guide covers all subjects you will encounter in the financial plan. From investments, income, and assets to budgeting, loans, and more.
  • Easy to use - Use of understandable terms clearly explained. You do not have to be an accountant.
  • Thorough - Incredibly complete and thorough.
  • Automated - Automated calculations throughout.
  • Print wizard - Professionally printed results - select print areas using the wizard. Printouts are preformatted in Letter, Legal or A4 paper size.
  • Useful guide - Comprehensive personal financial plan guide.
  • Competitive price - A competitive price of $39.00 (Advanced Edition $59.00).
You need a personal computer/laptop with MS Windows Vista/7/8+ 32/64-bit and MS Office 32-bit 2002(XP)/2003/2007/2010/2013/365 with MS Excel with VBA.
Screenshots
The application offers you 38 worksheets (see Details for a description of each). A quick browse of the screenshots will give you a clearer picture of the overall capabilities of PlanMagic Personal Budget Planner.
Personal Budget Plan Details

Details

Overview of the details included

Assumptions

financials

Personal budget financials

Funds calculator

charts

Personal budget charts

Credit cards

Videos

Savings accounts assumptions

Expenses

Videos

Expenses

Income

Videos

Income

Investments

Videos

Investments

Loans

Videos

Loans

Summaries

Videos

Summaries

PERSONAL BUDGET PLANNER SOFTWARE
THAT WILL CHANGE YOUR LIFE FOREVER
Upon receipt of payment, you will receive the download details (~12.5Mb).

Personal Budget Planner

$29 .50

non expiring

  1. 5-year personal financial projections
  2. Daily expenses sheets
  3. What-If analysis
  4. Checklist to see where action is needed
  5. One year of free email support
Buy Now

Personal Budget Planner AE

$49 .50

non expiring

  1. Everything from Standard Edtion
  2. + Investments: stocks, bonds, mutual funds
  3. + Financial dashboard
  4. + Analysis trees (budget, financial statement)
  5. + Loan calculator
  6. + Retirement funds calculator
  7. + Event calendar
Buy Now

Consultant
Version 1

$295 .00

per year

  1. Includes 1 AE license
  2. Up to 25 clients with one license
  3. One year of free email support
Buy Now

Consultant
Version 2

$495.00

per year

  1. Includes 1 AE license
  2. Up to 50 clients with one license
  3. One year of free email support
Buy Now

Contact Us

Subscribe to our newsletter

Receive our free monthly newsletter.