Features
Personal includes: important contacts; important home locations; document location; family, medical, and military service records; passwords; PINs; insurance; funeral and burial; child guardian; tax preparation checklist; computer and online safety.
Financial, investment, and retirement includes: bank accounts; credit cards; money market; CDs; mutual funds; brokerage; pension; social security; annuities; retirement accounts; cash flow; net worth; total gross estate; tax preparation; estate plan.
Real estate and property includes: real estate; safety deposit boxes; home inventory; pets; storage rental.
Details
Are you tired of feeling overwhelmed by stacks of paper and disorganized financial records? Look no further than the Financial Records Organizer 2.0 Deluxe for Mac. This comprehensive program has been upgraded with an array of essential features to make organizing your family records and financial information a breeze.
One of the standout improvements is the addition of menu functions such as save, delete, backup, and restore. Now, you can easily manage your files with just a few clicks. In addition, the updated toolbar and report generation give you even more control and flexibility.
With new help content and updated worksheets and checklists, you'll never feel lost or unsure about how to input important information. And with AES-encrypted Zip files, you can rest easy knowing your sensitive data is secure.
Whether you need to keep track of important contacts, document locations, tax preparation checklists, or your retirement accounts, the Financial Records Organizer 2.0 Deluxe has got you covered. With 18 different worksheets and 4 checklists, you'll have all the tools you need to stay organized and in control.
Don't let chaos take over your financial life. Take charge with the Financial Records Organizer 2.0 Deluxe for Mac and experience the peace of mind that comes with having all your important information in one secure, easy-to-use program. Get started today!
Click here to purchase the Financial Records Organizer 2.0 Deluxe for Mac and start taking control of your financial records now.
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