Financial Planning Spreadsheets © Professional Version
Details From Prior Versions
Version
2008.2
Version
2008.1
Version
2007.4
Version
2007.3
Version
2007.2
Version
2006.4.1
Version
2006.4
Version
2006.1
Beta Version
2005.4
What's new in Financial Planning Spreadsheets ©
Professional Version - 2008.2
Release Date March 19, 2008
Changes:
We are please to anounce that we have released the new interface that we have
been working on for a while now to replace the existing menu system that
interacts with our Financial Planning Spreadsheets. This version includes a
better navigation system that appears to the left of the open templates, a new
feel and look, a database system for the basic data required by the templates,
imprint changes that can be downloaded directly from our website, better
license / software updating, a better help system, a new manual, and many more
changes.
There is no additional charge for these changes to currently licensed users of
our software.
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What's new in Financial Planning Spreadsheets ©
Professional Version - 2008.1
Release Date January 11, 2008
Changes:
We continue to improve and simplify the data entry. As always, the main
emphasis has been on making the templates easier and faster for the advisor to
use and your clients to understand.
There has been minor changes to some of the templates in this release, also any
known bugs have all been fixed.
There is no additional charge for these changes to currently licensed users of
our software.
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What's new in Financial Planning Spreadsheets ©
Professional Version - 2007.4
Release Date October 16, 2007
Changes:
We continue to improve and simplify the data entry. As always, the main
emphasis has been on making the templates easier and faster for the advisor to
use and your clients to understand.
The menu system and templates have been updated to function better with Windows
Vista.
We have modified the Questionnaire template so that it can easily be emailed to
your client's.
There has been minor changes to some of the templates in this release, also any
known bugs have all been fixed.
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What's new in Financial Planning Spreadsheets ©
Professional Version - 2007.3
Release Date July 18, 2007
Changes:
We continue to improve and simplify the data entry. As always, the main
emphasis has been on making the templates easier and faster for the advisor to
use and your clients to understand.
2007/2008 Tax brackets and rates are included in this release.
The install programs have been updated to function better with Windows Vista.
There also has been many minor changes to a few of the templates in this
release.
There is no additional charge for these changes to currently licensed users of
our software.
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What's new in Financial Planning Spreadsheets ©
Professional Version - 2007.2
Release Date April 13, 2007
Changes:
We continue to improve and simplify the data entry. As always, the main
emphasis has been on making the templates easier and faster for the advisor to
use and your clients to understand.
The one version of the program can now be installed on Microsoft Office 2007,
2003, 2002(XP), & 2000 or Microsoft Excel 2007, 2003, 2002(XP), & 2000.
Any known bugs have all been fixed.
2006/2007 Tax brackets and rates are included in this release.
There is no additional charge for these changes to currently licensed users of
our software.
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What's new in Financial Planning Spreadsheets ©
Professional Version - 2006.4.1
Release Date December 5, 2006
Changes:
We continue to improve and simplify the data entry. As always, the main
emphasis has been on making the templates easier and faster for the advisor to
use and your clients to understand.
The Family Education Savings Program template has had many changes that
we think you will find useful. There has also been some changes made to these
other reports: Systematic Withdrawal Plan, Individual Super Projections,
Projected growth of an Investment, Projected Growth of an Investment with
Variable Deposits & Withdrawals, Accelerated Mortgage Amortization Schedule,
Mortgage Amortization Schedule, and some minor adjustments made to the Income
Tax Reports.
Any known bugs have all been fixed.
2006/2007 Tax brackets and rates are included in this release.
There is no additional charge for these changes to currently licensed users of
our software.
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What's new in Financial Planning Spreadsheets ©
Professional Version - 2006.4
Release Date October 19, 2006
Changes:
Income tax brackets & rates for 2006 / 2007 are included in this release.
There have been minor changes to a few of the templates in this release, also
any known bugs have all been fixed.
We continue to improve and simplify the data entry. As always, the main
emphasis has been on making the templates easier and faster for the advisor to
use and your clients to understand.
There is no additional charge for these changes to currently licensed users of
our software.
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What's new in Financial Planning Spreadsheets ©
Professional Version - 2006.1
Release Date March 11, 2006
We are pleased to announce our first full release of our Australian Edition of
the Financial Planning Spreadsheets.
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What's new in Financial Planning
Spreadsheets ©
Professional Version - Beta 2005.4
Release Date October 10 2005
We are pleased to announce that we have released the complete Australian Beta
version of our popular Financial Planning Spreadsheets © (professional
version) software.
We have provided this software for over 16 years to the U. S. and Canadian
market. All of the important financial planning templates have been changed for
the Australian market. We are sure you will like the changes.
You can at any time purchase this software at a cost of $755.00 which includes
one year of additional updates with all new Australian templates as they are
released.
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Phone: 613-863-9513
43 Java Street, Ottawa, ON, K1Y 3L2, Canada
General Information:
plan@money-software.com
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