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Download the Free VeriPlan Personal Financial Planning Software Tutorial
TO DOWNLOAD THE FREE VERIPLAN TUTORIAL
READ THIS PAGE, THEN CLICK THE HARD DRIVE+GREEN ARROW ICON BELOW
VeriPlan is the best personal financial planning software for individuals and families who want to develop a comprehensive lifetime financial plan.
For a functional description of VeriPlan’s fully integrated financial projection calculators and investment calculators for financial planning, debt management, and retirement planning, see our Home page here –>> Best Financial Planning Software.
We provide this free, downloadable ‘Sue and Sam Saver’ VeriPlan tutorial to help you to understand what VeriPlan could do for you. In this tutorial are a series of rose-colored tutorial commentary boxes that discuss VeriPlan’s features and Sue and Sam’s projection. You can see all of VeriPlan’s functionality and better understand how VeriPlan could help you with your own lifetime comprehensive financial planning.
Provides high quality “How to Do Financial Planning” documentation equal to the best personal financial planning books that people pay for!
In this tutorial, you can read all of VeriPlan’s fully integrated and very informative personal financial planning user documentation. VeriPlan is much more than a comprehensive and highly automated lifetime financial planning software application. It also includes extensive financial education information that you can read for free. In effect, the VeriPlan tutorial also includes a well-researched and free money management, investment management, and personal financial planning book. Whether or not you decide to buy VeriPlan, with this tutorial you get a free personal finance book that is better than 99% of the printed personal finance books and financial ebooks that you have to pay for!
A 24 Month Free Budget Planner is also included!
Whether or not you choose to purchase VeriPlan, this free tutorial download includes a very flexible, free monthly budget planner that you can continue to use. This 24 month free monthly expense planner allows you to define your own expense categories and to set up month by month expense budgets for each of your budgetary expense categories. Then, each month you can enter your expenses into each of your expense budget categories, and VeriPlan will automatically calculate your positive or negative total monthly budget variances, budgetary variances by expense category, and cumulative annual budget variances.
CLICK THE HARD DRIVE ICON BELOW
Note that VeriPlan is a standard Microsoft Excel spreadsheet application. The VeriPlan file is very large (~50Mb) and will take time and patience to down load. For faster down loading, SAVE this file to your local disk drive. (Do not select "Open"). Thank you!
SO, PLEASE BE PATIENT
Re-clicking the icon will just restart the download and waste your time. Particularly if you do not have a fast broadband connection, just do something else and let the download complete. A watched pot eventually does boil, but …
The free tutorial file demonstrates a full and comprehensive VeriPlan “baseline” lifetime financial projection for Sue and Sam Saver.
Sue and Sam are a typical, successful professional couple. They have two young children, whom they intend to send to college. Currently they rent their residence, but they plan to buy a home with a mortgage in three years. They also own an inherited rental property. They have chosen to purchase investments through and be advised by a full-service broker. They pay average investment costs that are typical of such a relationship.
This VeriPlan tutorial is built upon a full function version of VeriPlan that is not user changeable (except for the investment cost control factor, which is changeable). VeriPlan tutorial functionality and data are locked, so that the tutorial commentary overlays by Sue and Sam will remain consistent. Of course, you can also use the free 24 Month Budget Planner, which is also unlocked. Just look for the orange-tabbed “1B-Budget Planner” worksheet.
VeriPlan and the VeriPlan tutorial requires a modestly powerful personal computer that runs Microsoft Excel 2002 or later.
YOUR MICROSOFT EXCEL VERSION MUST BE 2002 OR LATER. Internet connectivity will augment the information available to you, but Internet connectivity is not required, whenever you run VeriPlan. Once you have down loaded this tutorial, it will run in a standalone configuration. To check your version of Microsoft Excel, open Excel and click “Help” and then “About Microsoft Excel.”
This tutorial file contains all of VeriPlan’s functionality and all of its extensive user documentation. It is large file of approximately 50Mb.
Consider this file size, when you open and save this VeriPlan tutorial on your PC. VeriPlan’s large file size enables both high performance and extensive capabilities. When VeriPlan develops projections for you, response time to any user changes is virtually instantaneous. If you decide to purchase the unrestricted VeriPlan software product, it will be shipped to you with a variety of files on a standard CD.
WE RECOMMEND THAT YOU FIRST SAVE THIS FREE VERIPLAN TUTORIAL FILE ON YOUR LOCAL MACHINE, AND THEN OPEN IT USING THE “FILE OPEN” COMMAND WITHIN EXCEL.
Tutorial is Provided “As Is” Without Warranty
When you down load this file, you agree that this file and down loading process is provided “as is” without any warranty either expressed or implied. For more information, see this website’s DISCLAIMER below. When you down load any free or paid version of VeriPlan, you also agree to abide by the Terms of Use that are provided with VeriPlan, including the agreement that you not provide or otherwise retransmit any copy of the VeriPlan file that you have down loaded to any other person or entity by any means.
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