Financial Planner
Software for the insurance agent. Balances the client’s assets, provides retirement and insurance planning. 16K.
Timex/Sinclair 1000
Financial Record Keeper
File one year of records in 20 user defineable areas. Printer output. Menu driven. Month by month totals, year to date totals, review individual files, or all totaled. Full maintenance routine. Self-starting, self-saving, self-naming (according to the year entered). 16K.
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Financial Record Keeper Plus
All the applications in Financial Record Keeper plus the ability to hold 500 checking transactions. Checks listed according to a number of options (date, check no.) or by endorsee. List year to date totals by endorsee or category. Checkbook reconciliation routine included. Shows which checks have cleared the bank. 48K.
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Personal Financial Planning Pack
Personal finance package includes a check book/register program, a mortgage and rule of 78 loan program, net worth and budget programs
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Property Manager
Provides for any combination of 10 units in 2 buildings or 2 units in 5 buildings per program. Tracks rent for each unit in up to 15 variable expense categories and 15 fixed expense lines, for a full year. Optional save routines for the ZX-99.
Sales Trend Analysis
Charts and computes highs, lows, averages, and increase (decrease) over previous years. In choice of four formats: 12 month: $1500 or $15,000 monthly sales; 24 month: $1500 or $15,000 monthly sales; 12 month: $2000 or $20,000 monthly sales; or 24 month: $2000 or $20,000 monthly sales. 16K.
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Tax Favored Programs
For the IRA, annuity agent. Gives comparison of other financial packages such as CDs, mutual funds vs. tax deferred annuities (KEOGH/IRA/TSA/SPD A/Flexible Annuities). 16K.
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Treasurer
Keeps records of up to 15 columns, user-defined either credit or debit, 400 entries can be made with date and detail shown. Balance readily accessible. Full accounts can be printed. Plus address book for 110 names and addresses. Search by name, category number, town, street, even part of a name and print mailing labels. 16K.
Expected Value Computation
Computes potential return on various projects. Used to analyze business decisions by the statistical method of expected value. All possible outcomes are weighted to arrive at a reasonable expected value. 16K.
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Financial Package
Computes: installment payments with interest on unpaid balance; installment payments with add-on interest; loan amortization with annual, semi-annual, quarterly, or monthly payments and remaining balance table; savings account interest compounded daily. 16K.
Financial Ratio Analysis
Accepts various figures from a company’s income statement and computes 11 ratios including assets to debt, debt to worth and average collection period. Flags potential problem areas. Provides the most accepted method to measure the financial stability of any company. 16K.
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