Version 2008.2.1
         Version 2008.2
         Version 2008.1
         Version 2007.4
         Version 2007.3
         Version 2007.2.1
         Version 2007.2
         Version 2007.1
         Version 2006.4
         Version 2006.3
         Version 2005.4

What's new in Financial Planning Spreadsheets ©
Professional Version - 2008.2.1

Release Date June 07, 2008

We continue to improve and simplify the data entry. As always, the main emphasis has been on making the templates easier and faster for the advisor to use and your clients to understand.

2008/2009 Tax changes and rates are included in this release.

We also have been working on better application display for systems with high resolution dpi settings and have included many changes for this in the 2008.2.1 release.

There has been minor changes to some of the templates in this release, also any known bugs have all been fixed.

There is no additional charge for these changes to currently licensed users of our software.

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What's new in Financial Planning Spreadsheets ©
Professional Version - 2008.2

Release Date March 17, 2008

We are please to anounce that we have released the new interface that we have been working on for a while now to replace the existing menu system that interacts with our Financial Planning Spreadsheets. This version includes a better navigation system that appears to the left of the open templates, a new feel and look, a database system for the basic data required by the templates, imprint changes that can be downloaded directly from our website, better license / software updating, a better help system, a new manual, and many more changes.

There is no additional charge for these changes to currently licensed users of our software.

There is no additional charge for these changes to currently licensed users of our software.

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What's new in Financial Planning Spreadsheets ©
Professional Version - 2008.1

Release Date January 29, 2008

We continue to improve and simplify the data entry. As always, the main emphasis has been on making the templates easier and faster for the advisor to use and your clients to understand.

There has been many minor changes to some of the templates in this release, also any known bugs have all been fixed.

We have also added one new report for your reference "History of Nil Rate Bands". This report includes the latest figures up to 2007.

There is no additional charge for these changes to currently licensed users of our software.

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What's new in Financial Planning Spreadsheets ©
Professional Version - 2007.4

Release Date October 16, 2007

We continue to improve and simplify the data entry. As always, the main emphasis has been on making the templates easier and faster for the advisor to use and your clients to understand.

The menu system and templates have been updated to function better with Windows Vista.

We have modified the Questionnaire template so that it can easily be emailed to your client's.

There has been minor changes to some of the templates in this release, also any known bugs have all been fixed.

There is no additional charge for these changes to currently licensed users of our software.

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What's new in Financial Planning Spreadsheets ©
Professional Version - 2007.3

Release Date July 13, 2007

We continue to improve and simplify the data entry. As always, the main emphasis has been on making the templates easier and faster for the advisor to use and your clients to understand.

The install programs have been updated to function better with Windows Vista.

There has been minor changes to some of the templates in this release, also any known bugs have all been fixed.

There is no additional charge for these changes to currently licensed users of our software.

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What's new in Financial Planning Spreadsheets ©
Professional Version - 2007.2.1

Release Date May 31, 2007

We continue to improve and simplify the data entry. As always, the main emphasis has been on making the templates easier and faster for the advisor to use and your clients to understand.

2007/2008 Tax brackets and rates are included in this release.

There has been many minor changes to a few of the templates in this release, also any known bugs have all been fixed.

There is no additional charge for these changes to currently licensed users of our software.

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What's new in Financial Planning Spreadsheets ©
Professional Version - 2007.2

Release Date April 11, 2007

We continue to improve and simplify the data entry. As always, the main emphasis has been on making the templates easier and faster for the advisor to use and your clients to understand.

The one version of the program can now be installed on Microsoft Office 2007, 2003, 2002(XP), & 2000 or Microsoft Excel 2007, 2003, 2002(XP), & 2000.

There has been minor changes to some of the templates in this release, also any known bugs have all been fixed.

2006/2007 Tax brackets and rates are included in this release.

There is no additional charge for these changes to currently licensed users of our software.

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What's new in Financial Planning Spreadsheets ©
Professional Version - 2007.1

Release Date January 10, 2007

We continue to improve and simplify the data entry. As always, the main emphasis has been on making the templates easier and faster for the advisor to use and your clients to understand.

There has been minor changes to some of the templates in this release, also any known bugs have all been fixed.

2006/2007 Tax brackets and rates are included in this release.

There is no additional charge for these changes to currently licensed users of our software.

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What's new in Financial Planning Spreadsheets ©
Professional Version - 2006.4

Release Date November 23, 2006

We continue to improve and simplify the data entry. As always, the main emphasis has been on making the templates easier and faster for the advisor to use and your clients to understand.

The Education templates have had many changes that we think you will find useful.

Our Tax Sheltered Income Illustration, Retirement Savings Plan, and Gearing reports also have had a few improvements made to make it more suitable for use in the U.  K.

Along with the above changes we have revised the manual and there have been many minor changes to some of the other templates in this release, also any known bugs have all been fixed.

2006/2007 Tax brackets and rates are included in this release.

There is no additional charge for these changes to currently licensed users of our software.

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What's new in Financial Planning Spreadsheets ©
Professional Version - 2006.3

Release Date July 17, 2006

Here are the highlights of changes to the templates:

We continue to improve and simplify the data entry. As always, the main emphasis has been on making the templates easier and faster for the advisor to use and your clients to understand.

Tax Rates for 2006/07 are included in this release.

There have been other minor changes to many of the templates in this release, also any known bugs have all been fixed.

There is no additional charge for these changes to currently licensed users of our software.

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What's new in Financial Planning Spreadsheets ©
Professional Version - 2005.4

Release Date October 2005

We are pleased to announce that we have released the complete U. K. Beta version of our popular Financial Planning Spreadsheets © (professional version) software. We have been working for some time with our U. K. distributor and other advisors in the U. K. in the development of this version.

We have provided this software for over 16 years to the U. S. and Canadian market. All of the important financial planning templates have been changed for the U. K. market. We are sure you will like the changes. Other minor templates are awaiting input from U. K. beta testers. Most of the remaining changes are jargon.

You can at any time purchase this software at a cost of £400.00 which includes one year of additional updates with all new U. K. templates as they are released.

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43 Java Street, Ottawa, ON, K1Y 3L2, Canada
General Information: plan@money-software.com

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