Financial Planning Software Updates

Financial Planning Software and Investment Software for Financial Planners

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Our updating policy has changed.

The new policy is as follows: Financial plan software will work for one year. After that, it will expire. Update costs are 50% of what's shown on the bottom of the product pages, or here.

Only the Excel spreadsheets expire.

The old policy was that you didn't have to pay again to reactivate when a spreadsheet expired. This still applies, but you'll get the some old version that you originally purchased. So it won't have any of the new features or bug fixes since then.

To reactivate your old program(s), first zip / compress it, then e-mail it back (using the same e-mail address used when you bought it). It will be reactivated for another year for free, and e-mailed back to you.

Please note that e-mails sent to us over 3MB will be automatically deleted by the server. So ensure that you zip the file first, and then check before sending that the total e-mail is less than 3MB.

How to zip/compress an Excel spreadsheet:

First ensure that the workbook is not protected. Protected workbooks cannot be zipped. In Excel, go to Tools, Protection, Unprotect Workbook. If it asks you for a password, then let us know, and we'll send you a reactivated spreadsheet that was backed up in the month of your purchase.

Open Windows Explorer (right click on Start and choose Explore).

Find the spreadsheet.

Right click on it, and choose Send To.

Then choose Compressed (zipped) Folder. This will zip / compress the spreadsheet to a manageable size.

E-mail the file(s) with the zip extension. Ensure the total size of each e-mail is not more than 3MB.

 

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