2. What Sets It Apart?

1. Easy setup! The Spending Plan worksheet automatically creates the categories and amounts in the Freedom Account Register and Auto-Deposit option without special skills. There is no copy-and-pasting required! Subaccount names and budget amounts can be easily changed, or even stopped, at any time.

2. The Freedom Account Register can display up to 20 subaccount columns, and it does this on one page. All totals are on one page, ready to see at a glance. (With most workbooks, you have to shift between multiple pages to view transaction activity or totals.)

3. Deposit Goals are easily changeable according to user preference: Monthly, Bi-Monthly, Bi-Weekly, or Weekly.

 

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4. Built-in demonstration example via 'Demo' button on the Spending Plan page. Click the button and the spreadsheet fills itself out with example data ... so you can get a feel for how to enter your own numbers.

5. Built-in 'Reset' button on the Spending Plan page clears all data quickly if you need a fresh, blank spreadsheet. (Great for use after you've taken a look at the spreadsheet filled out with data from the 'Demo' feature above.)

6. The spreadsheet also includes a "Start New Year" option, which auto-magically starts a new workbook for the new year (all budget goals are yearly). It resets all transaction details, copies end-of-year balances to new opening balances, and preserves all of your original subaccount categories and deposit goals!

7. Extensive Help Notes, pop-up comments, and error trapping make using the workbook essentially goof-proof!

8. Auto-Deposit feature automatically splits and posts regular deposits.

9. Bank Calculator helps track combined (split) bank account / Freedom Account balances. Useful for folks who keep their Freedom Account funds in the same bank account as other savings.

10. Newly added for 2006 is the "Cap" feature. This allows you to easily stop or "cap" the Auto-Deposit amount for any subaccount category. This is useful whenever any of your categories become 100% funded, or if you wish to temporarily stop Auto-Deposit funding for that category.