|
Most all money calculators on this
site have a downloadable demonstration program (demo).
They're free, but they're also
all non-functional (you have to buy them to get them to work). They don't calculate
numbers because the input cells are protected and most are the actual spreadsheets saved without
the formulas to make them much smaller. The reason is, because it's modular, people could use the
programs for an hour, get the information they need, and then they wouldn't need to buy
anything.
Most programs have other documents that go with
them. Only the demo downloads are on this page. Get the other associated files.
Directions and general information about the demos are here.
Copyrights, notes, and text boxes shown on the
presentation pages are not there on the actual programs.
Please note that if the colors don't look great, then they're
"messed up" due to MS Excel being stupid. It's the 21st century and they still
haven't figured out how to make colors stay the same between different versions.
You'll get a spreadsheet with the good colors when you buy.
Download the Excel Spreadsheet Demos
To download the
demo, right click on the link below, and then choose "Save (Target) As..." to
save to your hard drive. Then find it and open with Excel.
Please note that due to Microsoft indifference, if the colors don't look great, it's because they
didn't care to bother with color compatibility between versions. You'll get a
spreadsheet with good colors when you buy. Answers to frequently asked demo questions and how to use demos
The following modules are part of the fully integrated financial planner:
Current Budget and Cash Flow Module of the Integrated Financial Planner (2Mb)
Current College Module of the Integrated Financial Planner (1Mb)
Current Net Worth Module of the Integrated Financial Planner (2Mb)
Integrated financial planner demo (3Mb)
Proposed Budget & Cash Flow Module of the Integrated Financial Planner (2Mb)
Proposed College Planner Module of the Integrated Financial Planner (1Mb)
Proposed Net Worth Projections Module of the Integrated Financial Planner (2Mb)
Asset Allocation Software Demo (800Kb)
Asset
Allocation Report (detailed explanation of asset allocation software, 100Kb Word doc)
Asset Distribution Calculator Demo (600Kb)
The bond calculators "demo" has the most functional FREE
bond yield to maturity calculator ever on the web
Free Family Budget Calculator (750Kb)
75-year Personal Cash Flow demo (4MB)
Family Budgeting Report Explanation (31Kb Word doc)
Single Student College Planning Calculator and Asset Allocation Demo (200Kb)
Multiple Student College Planning Calculator and Asset Allocation Demo
(813Kb)
Free Financial Calculators / Time Value of Money Calculators / Financial Plan
Calculators Demo (2.8Mb)
Investment Comparator demo
(3Mb)
Cash Value Life Insurance vs. Buy Term and Invest the Difference Calculator demo
(3Mb)
Life Insurance Needs Calculator Demo (400Kb)
Net Worth Calculator Demo (700Kb)
Net Worth Projector Demo (6Mb)
Net worth report explanation
(30Kb Word doc)
Investment Portfolio Management Using Benchmarks Tutorial (100Kb)
Sample Investment Portfolio Benchmarking Model (40Kb)
RP Retirement Planner Current Demo (400Kb)
RP Retirement Planner Proposed Demo (300Kb)
RWR Current Retirement Plan Demo (2Mb)
Proposed Retirement Plan after recommendations (no feature text boxes, 2Mb)
Dual RWR comprehensive retirement planning software demo (3Mb)
Single-property Rental Real Estate IRR Calculator Demo (700Kb)
Multiple-property Rental Real Estate IRR Calculator Demo (3Mb)
Minimum Distribution Calculator Demo (3Mb)
Financial Seminar Demo (1Mb Word doc)
Time Value Money Financial
Calculators (4Mb)
Fusion Wealth Planning Process PowerPoint downloads:
Small (1.1MB)
Big (4.1MB)
The following financial plan modules don't have regular demos
because it would be too easy to copy for free:
Financial Plan Fact Finders,
Investment Policy Statement, Fee-Based Client Contract Agreement, and Financial Planning eBook, Tri-Fold Marketing Brochure
Mutual Fund Picks:
There is only an empty list showing what you'll get.
Model Investment Portfolios Demo
showing historical returns and yields for all 111 investor models (4.5Mb Word
doc): Just two Investment Models are shown because it's too easy to copy.
|
