PlanMode Financial Planning 5.0
Continue to app
Free Version
Publisher Description
Comprehensive personal financial planner integrating income, expenses, taxes, assets & liabilities.
• Retirement Planning
• Comparing Choices
• Capital Needs Analysis
COMPREHENSIVE FINANCIAL PLANNING
PlanMode is provided by the developers who invented the professional financial planning software with the commercial release of the first comprehensive financial & tax planning software in USA, ExecPlan.
This app is for use by individuals for personal financial planning. It provides you with a powerful planning tool for answers to questions like-
• How does my projected financial profile look?
• Should I start taking Social Security benefits at age 66 or wait for larger payments at age 70?
• When will I have enough to retire on my terms?
• What will be the bottom line impact of a new investment?
• Is buying a house is better for me than continuing to rent?
• Is my family protected for their needs if I am disabled or die?
PlanMode can help you analyze these and other situations. It is easy to use and its usage is limitless; you could use it to analyze almost any financial scenario which impacts just in the current year or many years to come.
KEY FEATURES
This app can-
• Prepare complete financial profiles, including-
- Current & projected income and expenses
- Bank accounts
- Retirement accounts
- Business & Investments
- Stocks & Bonds
- Insurance policies
- Real estate
- Mortgages & loans
- Cash management simulation
- Social security
- Income taxes
• Compare financial alternatives
- Unlimited what-if scenarios
• Prepare retirement profile automatically
- Determine lifelong capital needs
- Analyze liquid capital sufficiency
- Alternatives to fill capital shortfall
• Prepare disability profiles automatically
- Analyze cash flow sufficiency
- Alternatives to fill cash shortfall
• Prepare death profiles automatically
- Determine survivor’s capital needs
- Analyze income sufficiency
- Alternatives to fill capital gap
REPORTS & CHARTS
A complete set of financial statements is available for each scenario. PlanMode provides you with comprehensive analysis of retirement and other scenarios for lifetime capital needs and the capital available for its fulfillment. When capital resources are not sufficient PlanMode provides suggestive courses of action that may fill the shortcoming. The following reports are available for each profile scenario-
• Income Statement
• Balance Sheet
• Cashflow Statement
• Supporting Information
• Capital Needs Analysis
• 8 pie charts providing profile snapshots in any year
• 8 line graphs providing overall snapshot of the profile
All charts and graphs dynamically respond to your data.
COMPREHENSIVE
PlanMode includes a number of features that can be found in high-end financial planning systems, such as-
• Profiles for singles and married spouses
• Planning span of up to 100 years
• Retirement profile and analysis
• Disability profile and analysis
• Survivor’s profile and analysis
• Automatic cash management simulation
• Detailed annual cash flow analysis
• Personalized data input items
• Customizable financial statements
• Ample graphs & charts for quick overview
• Scenario comparison for what-if analysis
• Export data to ExecPlan or Express
• Definable national & local income taxes
• Built-in USA income taxes
• Predefined product structures for-
• Individual Retirement Accounts
• Company Retirement Plans (401k)
• Self-employed Retirement Plans
• Mortgages
• Life Insurance
• Fixed & Variable Annuities
• Charitable Annuities
• Reverse Mortgages
WORLDWIDE INCOME TAXES
USA
US individual income tax computations are built-in and applied as applicable. State and local taxes can also be defined via built-in templates.
NON-USA
Non-USA individuals can turn the USA option off and activate a generalized version that allows you to define how income tax should be computed for national & local levels.
Jul 2, 2023
Version 5.0
Highlights of this version include-
• New options at startup to explore app features with sample tutorials
• Enhanced ability to compare financial alternatives
• Expanded data input capability for variable annual values
• Enhanced projected financial profile
About PlanMode Financial Planning
PlanMode Financial Planning is a free app for iOS published in the Accounting & Finance list of apps, part of Business.
The company that develops PlanMode Financial Planning is Sawhney Systems. The latest version released by its developer is 5.0.
To install PlanMode Financial Planning on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2023-07-02 and was downloaded 5 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the PlanMode Financial Planning as malware if the download link is broken.
How to install PlanMode Financial Planning on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the PlanMode Financial Planning is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After PlanMode Financial Planning is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
