Version Functionality Comparison |
|
Function |
Regular Version |
Retirement Version |
Professional Version |
|
Price |
$79.95 |
$99.95 |
$139.95 |
|
Basic Set of Scenario Events |
Yes |
Yes |
Yes |
|
Import Scenarios From Android and iOS Mobile Devices |
Yes |
Yes |
Yes |
|
Windows 8 Compatible |
Yes |
Yes |
Yes |
|
Import / Export Account Data |
Yes |
Yes |
Yes |
|
Play "what-if'" and Compare Multiple Scenarios |
Yes |
Yes |
Yes |
|
Toolset* |
Yes |
Yes |
Yes |
|
Yes |
Yes |
Yes |
|
|
Toggle between Today's Dollars and Future Dollars. |
Yes |
Yes |
Yes |
|
"Drill down" report values. |
Yes |
Yes |
Yes |
|
15 |
27 |
33 |
|
|
Reports can be exported to spread sheets and databases. |
Yes |
Yes |
Yes |
|
Accelerated monthly mortgage payments. |
Yes |
Yes |
Yes - Allows Yearly Increase |
|
Equity loans against mortgage. |
Yes |
Yes |
Yes |
|
Reverse Mortgage |
No |
Yes |
Yes |
|
Asset Allocation Withdrawals |
No |
Yes - Single Group |
Yes - 5 Groups |
|
Required Minimum Distribution |
No |
Yes |
Yes |
|
Rule 72t Withdrawals Incorporated |
No |
Yes |
Yes |
|
Track IRA Basis (After Tax Contibutions) |
No |
Yes |
Yes |
|
Reverse Mortgage |
No |
Yes |
Yes |
|
Lump-Sum Payment to Mortgage Principal |
No |
Yes |
Yes |
|
Create Scenario Event Groups |
No |
Yes |
Yes |
|
Budgets |
No |
5 Budgets (Expenses) |
Unlimited Budgets (Income and Expenses) |
|
Home Equity Line of Credit (HELOC) |
No |
No |
Yes |
|
Property Income / Expense Itemized List |
No |
No |
Yes |
|
Asset Allocation |
No |
No |
Yes |
|
Rebalance Asset Allocations |
No |
No |
Yes |
|
Track Investment Unrealized Gains / Cost Basis |
No |
No |
Yes |
|
Save Graphics to Bitmap Files |
No |
No |
Yes |
|
No |
No |
Yes |
|
|
No |
No |
Yes |
|
|
Some |
Some |
All |
|
*Toolset Includes |
**Customized Reports Allow
|
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