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2. List of personal finance software - Wikipedia

   en.wikipedia.org/wiki/List_of_personal_finance...

   Free Fee-based in-house financial planning. Primarily a wealth management company that provides free services to non-clients. Offers financial advising for a fee, which establishes a client-fiduciary relationship that they claim makes them less incentivized to sell private client data as they are bound by law to act in their client's best ...

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4. List of spreadsheet software - Wikipedia

   en.wikipedia.org/wiki/List_of_spreadsheet_software

   Both free and paid versions are available. It can handle Microsoft Excel .xls and .xlsx files, and also produce other file formats such as .et, .txt, .csv, .pdf, and .dbf. It supports multiple tabs, VBA macro and PDF converting. [10] Lotus SmartSuite Lotus 123 – for MS Windows. In its MS-DOS (character cell) version, widely considered to be ...

5. Financial literacy curriculum - Wikipedia

   en.wikipedia.org/wiki/Financial_Literacy_Curriculum

   A comprehensive financial literacy curriculum provides basic knowledge and skills in personal financial management, such as budgeting, saving, investing, managing credit, retirement planning, and consumer awareness, enabling individuals to make informed financial decisions. Free financial literacy curricula, widely offered by government ...

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7. Financial plan - Wikipedia

   en.wikipedia.org/wiki/Financial_plan

   A financial plan can also be an estimation of cash needs and a decision on how to raise the cash, such as through borrowing or issuing additional shares in a company. [3] Note that the financial plan may then contain prospective financial statements, which are similar, but different, to those of a budget. Financial plans are the entire ...

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9. Personal organizer - Wikipedia

   en.wikipedia.org/wiki/Personal_organizer

   Daily agenda. A personal organizer, also known as a datebook, date log, daybook, day planner, personal analog assistant, book planner, year planner, or agenda (from Latin agenda – things to do), is a portable book or binder designed for personal management.