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Financial Articles > Personal Financial Planning > VeriPlan Overview > VeriPlan Overview 2 -- VeriPlan's organization and graphics


VeriPlan's Organization and Graphics

(VeriPlan Overview: Part 2 of 7)



 VeriPlan information has been updated here -- >>  http://www.chezhuai14.icu/VeriPlan/

Organization
:

The VeriPlan personal finance software provides 34 user accessible worksheets organized into groups that have the same colored tabs. VeriPlan provides extensive internal and external hyper-linking to help you to get around quickly. VeriPlan’s primary worksheet groupings and the number of worksheets in each group are:

  • Information worksheets (2)
  • Input worksheets
    • User Profile and Tools worksheets, including an overview (10)
  • Summary reference and links worksheet (1)
  • Output worksheets:
    • Graphics worksheets, including an overview (20)
    • Consolidated data worksheet (1) 
Financial Calculator Projection Graphics: 

Each of VeriPlan’s twenty automated projection graphics covers ages 18 to 100 years in yearly increments. These lifecycle graphics automatically project your annual:

        1:    Gross earned income, retirement income, and other income (real $/yr)

        2:    Ordinary, major planned, and adjusted expense budget plus income taxes, employment taxes, & property taxes (real $/yr)

        3:    Pre-debt profit, after expenses and taxes (real $/yr)

        4:    Debt payments for consumption- and investment-oriented debt (real $/yr)

        5:    Profit, after expense, tax, and debt payments (real $/yr)

        6:    Pre- retirement savings rates -- with and without investment-oriented debt payments (%/yr)

        7:    Tax payments in eight categories (real $/yr)

        8:    Average tax rates in eight categories, as a % of earned income, retirement income, and other income (%/yr)

        9:    Gross and net human capital, which is your remaining ability to earn and save (real $/yr)

        10:  Financial portfolio assets with net human capital (real $/yr)

        11:  Financial portfolio asset allocation (%/yr)

        12:  Net financial portfolio asset withdrawal rates (%/yr)

        13:  Total assets with net human capital and debts (real $/yr)

        14:  Taxable and tax-advantaged financial assets (real $/yr)

        15:  Taxable and tax-advantaged financial asset deposit and withdrawal transactions (real $/yr)

        16:  Pre-tax returns on cash, bond, and equity assets with excessive investment costs (real $/yr)

        17:  Pre-tax returns on cash, bond, and equity assets with excessive investment costs (%/yr)

        18:  Lost returns due to excessive past and future sales load payments (real $/yr)

        19:  Cash, bond, and equity assets with cumulative assets lost to excessive investment costs (real $/yr)

        20:  Financial, property, & other portfolio assets with cumulative assets lost to excessive investment costs (real $/yr)

        21:  Asset portfolio "safety margin" (years going forward)

 
Projection Data:                 

The VeriPlan integrated financial calculator also automatically provides a master data worksheet that provides a consolidated table with all the annual data that VeriPlan uses to draw each of its projection graphics.

Constant purchasing power dollars: 

All VeriPlan financial planning projections extract inflation and use real or non-inflationary dollars with constant projected purchasing power.

.

VeriPlan Is Simply The

Best Financial Planning Software

You Can Buy!

Learn more here -- >>  http://www.chezhuai14.icu/VeriPlan/

<-- Go to part 1 of the VeriPlan Overview
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Other articles in this category
VeriPlan Overview 1 -- Personal finance decisions with VeriPlan
VeriPlan Overview 2 -- VeriPlan's organization and graphics
VeriPlan Overview 3 -- Your personal profile in VeriPlan
VeriPlan Overview 4 -- Your investment portfolio assets in VeriPlan
VeriPlan Overview 5 -- VeriPlan projects your US federal state and local lifecycle taxes
VeriPlan Overview 6 -- VeriPlan's 10 financial planning tools and financial calculators
VeriPlan Overview 7 -- VeriPlan financial software licensing, documentation, and tutorial




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