Tracking Income

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Take charge of your Income and Budget today !!!
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Sophisticated tools designed to minimize the
amount of time required to manage your
money. Uses industry standard Excel, allowing
you to add your own worksheets to our product
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• Income management
• From paychecks
• From 1099 income
• From investment income

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Tracking Income
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Tracking Income
And yearly income is generated!!!
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• Tax planning
• Are you paying enough/too much?
• What is the tax benefit if you increase your
  401k? Buy a second home?
• Determine your tax liability against what you
  have paid in income tax withholding with the push
  of a button

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Tax Estimator
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Tax Estimator
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Tax Estimator
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Tax Estimator
pFin allows you to create up to 4 what if
scenarios.
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• Budgeting
• Setup up to budget for up to 5 scenarios
  (example pre-raise, post-raise, retirement,
  etc)
• Once you have created your first monthly budget,
  you generate all the others literally with the
  click of a button.

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Budget
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Budget
Once you have created your budget templates head
off to the Monthly Budgets
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Budget
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Budget
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Budget
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Budget
You can even add (or subtract) income to the
monthly budget.
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Budget
Once you have created at least one monthly
budget, you can easily template other monthly
budgets from it. To do so
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• Retirement planning
• Helps prepare you for what you will need for
  retirement
• Calculates present value of your retirement needs
  and social security benefit taking inflation into
  account.

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Retirement Planning
Estimate and plan for retirement.
The retirement planner is a cool project tool
that allows you to