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Financial Records Organizer 1.0 for Mac [Download]

by Made Easy Enterprises LLC   Vendor: Amazon


Click image above for more details

Click image above for more details

Financial Records Organizer is an easy-to-use, comprehensive program allowing you to organize, record, and store all your family records and financial information using 18 different worksheets and 4 checklists. Personal includes: important contacts; important home locations; document location; family, medical, and military service records; passwords and PINs; insurance; funeral and burial; child guardian; how long to keep checklist; computer and online safety. Financial, investment, and retirement includes: bank accounts; credit cards; loans; 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. Financial Records Organizer has advanced report generation capability allowing you to print or save all worksheets and checklists, and much more .... Release date: 6/17/2013. Label: Made Easy Enterprises LLC.

Price: $18.50

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Financial Records Organizer 1.0 for Mac [Download]