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Types of Free Retirement Planning Tools

Types of Financial Planning Software for Individuals

There are many types of financial planning software. Look at the price, compatibility with your computer and how easy it is to use before choosing a certain type. It’s also important to check the features of the software to make sure it suits your needs.

Quicken Home and Business is a type of financial planning software that individuals use for organizing personal and business finances. This type of software allows you to manage all your business accounts, such as banking, credit cards, loans and investments. You can track of all your expenses and deductions to help keep your financial or budget goals. Home and Business software gives you information about your daily finances such as how much is coming in and how much is going out.


VeriPlan financial planning software offers many features for individuals to manage their finances and plan their retirement. Benefits include automatic computation and incorporating all your goals into a lifetime plan. This software provides documentation and suggestions in areas that you may need. It also lets you automatically analyze your lifetime income, expenses, debts, asset returns, taxes and cash flow from investments. This is a very detailed financial planning software.


AceMoney is personal finance software that helps you plan for your personal needs. It’s easy to use and offers many features that allow you to do banking online. You can easily review the status and progress of your finances, which is convenient for making financial changes or adjustments. Scheduled backups give you the security of knowing your personal finance information is safe.