You can download a complete working version of all of the charts and reports by clicking the link below.

This free demo will allow you to use all of the templates for a period of thirty days (30). We feel that this would give you an opportunity to try all of the templates before making a decision to purchase.

This product is an add-on for Microsoft Office, or Microsoft Excel 2003, XP(2002), or 2000.

Download Instructions

Download The Free Demo Now

After selecting the save location please make a note of where your downloaded file is being stored.

After downloading if your browser gives you the option to open the setup file, select open and follow the on screen steps.

Or, when the downloading is complete go to the location of the download file called FPSDemoSetup.exe. Double Click the install file and the setup program will do the rest.

We recommend that you print this page for further information.

There are 168 templates in this package for every conceivable financial planning concept. The demo contains 134 reports, 34 charts, and includes 26 calculators, use only the ones you want or all of them. Each file has a guide sheet with further information. The entire 64 page manual is also provided with the demo.

Thank you for evaluating our software

Using the Templates

All files have been checked for viruses. You can open any combination of spreadsheets for a period of thirty days (30) before the demo becomes inoperable. At any time up to and including that event you can come back to our Website to order the product on line, or you can phone our Toll Free at 1-800-694-9996 to order.

To open any one of the templates double click the Financial Planning Icon (Gold Money Clip) on your desktop. This will open the main menu with 9 tabs, select any template you want to open by single clicking on a menu item.

The install file has put a copy of our entire owners manual on to your computer for reference purposes. To open the manual click on the "Help" button at the top of our menu bar, then "Owners Manual". This will open the manual in Adobe Acrobat for viewing or printing. We recommend printing the manual or at least the section with the descriptions of how each template works as well as information on saving client reports, etc.

Samples of each report are also provided in Adobe Acrobat (.pdf) format. To access the samples click on Start / Programs / Money Minders Software / Financial Planning, then select from the sample bundles to open the set you want to view or print.

System Requirements

This software is an add-on for Microsoft Office or Excel 2003, XP(2002), Office 2000. And Microsoft Windows 95 Second Edition or NT 4 (sp3) or 98 or ME or 2000 or 2002(XP)

If you don't have Acrobat Reader for the manual or sample spreadsheets you can get it free at: http://www.adobe.com/products/acrobat/readstep2.html

If you encounter any problems please call our toll free help desk for assistance. We hope you will become an active user of our software by purchasing it. If you purchase the software we will send the unrestricted version. In that case or when the demo has expired you can uninstall it by clicking on Start/Programs/Money Minders Software/Financial Planning/Uninstall FPS

Toll Free: 1-800-694-9996
Outside Canada / USA: 613-863-9513
43 Java Street, Ottawa, ON, K1Y 3L2, Canada
General Information: plan@money-software.com

Copyright © Money Minders Software                                                  Legal Info.