Features Comparison of MyFinancePlans Editions
| Basic Edition | Lite Edition | Full Edition | |
|---|---|---|---|
| Ease versus Detail | Easiest | Balanced | Detailed |
| Best Suited For | Starting, learning or for simple finances | Most people/families with typical finances | Those needing greatest detail and accuracy |
| User Guide | Included | Included | Included |
| Customizable | Yes, very | Yes, very | Yes, very |
| Formatted for Printing | Yes | Yes | Yes |
| Annual Plan with Monthly Breakdown | Yes | Yes | Yes |
| Lifelong Plan with Line Per Year for Life | Yes | Yes | Yes |
| Number of Pages in Annual Plan | 4 | 7 | 9 |
| Number of Pages in Lifelong Plan | 5 | 6 | 13 |
| Income Types | Employment, Business, Pension (after tax only) | Employment, Business, Pension | Employment, Business, Pension, Investment |
| Income Detail | Self or Self & Spouse (1/4 page) | Self or Self & Spouse (1 page) |
Self (1 page) and Spouse (1 page) |
| Expense Types | Not differentiated | Regular & Non Regular | Regular & Non Regular |
| Expense Detail | 1 page with 8 categories | 2 pages, 12 categories | 2 pages, 12 categories |
| Expense Pie Chart | No | Yes | Yes |
| Cash Flow with Monthly and Yearly Balances | Yes | Yes | Yes |
| Planned versus Actual Cash Balance chart | Yes | Yes | Yes |
| Transfers to/from Assets & Liabilities | Yes | Yes | Yes |
| Banking and Savings Accounts | Yes | Multiple | Multiple |
| Retirement Plans | Combined | Self and Spouse | Multiple |
| Education Plans | No | Yes | Yes |
| Investments | In Savings | Yes | Multiple |
| Assets | Yes | Yes | Detailed |
| Liabilities | Yes | Yes | Yes |
| Net Worth | Yes | Yes | Yes |
| Consumer Price Indexing (Inflation) | No | Yes | Yes |
| Present Worth of Future Amounts | No | Yes | Yes |
| Lifelong Cash Flow Chart | Yes | Yes (present worth) | Yes (present worth) |
| Lifelong Net Worth Chart | Yes | Yes (present worth) | Yes (present worth) |
| Easy Adjustment for Investment Types and Returns | No | Yes | Yes |
| Income Tax Handling | No | Yes – basic | Yes – more flexible |