• Financial Records Organizer 2.0 has been improved with menu functions for save, delete, backup and restore, and reports, updated toolbar, updated report generation, new help content, updated worksheets and checklists, and AES-encrypted Zip files
• Financial Records Organizer is an easy-to-use, comprehensive program allowing you to organize, record, and store all your family records and financial information using 18 different worksheets and 4 checklists
• Personal includes: important contacts; important home locations; document location; family, medical, and military service records; passwords; PINs; insurance; funeral and burial; child guardian; tax preparation checklist; computer and online safety
• Financial, investment, and retirement includes: bank accounts; credit cards; money market; CDs; mutual funds; brokerage; pension; social security; annuities; retirement accounts; cash flow; net worth; total gross estate; tax preparation; estate plan
• Real estate and property includes: real estate; safety deposit boxes; home inventory; pets; storage rental