Financial Records Organizer 2.0 Deluxe for Mac [Download]

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Amazon Price: $19.50 (as of January 21, 2025 5:43 pm – Details). Product prices and availability are accurate as of the date/time indicated and are subject to change. Any price and availability information displayed on the Amazon site at the time of purchase will apply to the purchase of this product.
  • Brand: Made Easy Enterprises LLC
  • Manufacturer: Made Easy Enterprises LLC

Features

  • Financial Records Organizer 2.0 has been improved with menu functions for save, delete, backup and restore, and reports, updated toolbar, updated report generation, new help content, updated worksheets and checklists, and AES-encrypted Zip files
  • 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; 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

Product Info

  • ReleaseDate: 2015-12-18T00:00:01Z

This post contains affiliate links. As an Amazon Associate I earn from qualifying purchases