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InStep Personal Finance 6.0.5

Software for investors to easily manage investment portfolios and daily finances

 

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InStep Personal Finance 6.0.5 facilities

Vendor
Vendor`s Webhttp://www.insteppersonalfinance.com
InStep Computer Interfaces Ltd. webshot
OSWindows XP, Windows Vista
LimitationsInstall and Uninstall
Actualizedmore than year ago
Downloads679
LocalizedEnglish
LicenseFree to try
SnapshotInStep Personal Finance snapshot
Snapshot of InStep Personal Finance

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InStep Personal Finance manufacturer description

InStep Personal Finance 6.0.5 is for hands-on investors who want to protect and grow their investment nest eggs. Users can also get a firm handle on income and expenses to see what they can afford and help plan for the future.

Flexible investment tools let users easily consolidate portfolios and prepare graphs with benchmarking to check investment performance over any period of time. Investors can also prepare position snapshots to reconcile statements and check or rebalance portfolio allocations. Gain/loss on investment transactions is calculated using either the average or FIFO cost base method and this information can be used for tax planning purposes before year end.

Investment transactions and stock values can be imported from virtually any website and data can be exported for further spreadsheet analysis. Among the special tools available is a net worth calculator used to prepare retirement scenarios.

The software also includes basic daily finance functions like income/expense tracking, budgeting and preparing cash flow forecasts to help users stay within their financial means.
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Free download InStep Personal Finance 6.0.5

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InStep Personal Finance video tutorials

Tutorial not found. Let know us about any useful video tutorial.

InStep Personal Finance categories

benchmark, budget, performance, portfolio, snapshot, consolidate, Personal Finance, cash flow, allocation

What is new in 6.0.5 changeinfo log

Minor Update

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DownloadAtlas.com guarantees that InStep Personal Finance was tested by antivirus program and is absolutely clean, which means it does not contain any form of malware, including computer viruses, adware, trojans, spyware, rootkits, badware and other malicious and unwanted software.
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End user agreement for InStep Personal Finance

USER LICENCE AGREEMENT

This Product is provided subject to the terms of this User Licence Agreement. By installing and using the Product, the User agrees that he/she understands and agrees to be bound by these terms. As used in this Agreement, "InStep" means InStep Computer Interfaces Ltd. Any third party software included with the Product, which is associated with a separate licence agreement, is provided subject to the terms of the third party licence agreement.

The User agrees that he/she will use the Product only in accordance with this Agreement and that should he/she break the terms of this Agreement, significant and material damage to InStep will result.

Ownership of the Product remains with InStep and the Product is protected by copyright. The User will not attempt to modify or reverse engineer the Product nor will InStep's name, logo or proprietary/copyright notices be modified or removed.

InStep grants the User a non-exclusive and non-transferable licence to install and use the Product for personal use. The licence does not confer any right to assign or sublicense, which actions are specifically prohibited.

A subscription fee may apply to some features of the Product called Subscription Features. Subscription Features are available during an initial trial period following which they are temporarily blocked until the subscription fee is paid. Once the fee is paid, Subscription Features are made available during a subscription period. At the end of the subscription period, Subscription Features are temporarily blocked again until the next subscription fee is paid. Subscriptions are either for an unlimited period, known as lifetime subscriptions; or for a limited period, known as renewable subscriptions. The terms of this Agreement which apply to the different types of subscriptions are as follows:
NO SUBSCRIPTION
The User may install the Product on more than one computer, however he/she will not copy the Product nor any of its constituent parts independently or separately from the entire Product with the exception of the datafile of which multiple copies may be made for backup. Coded keys may be generated by the Product and/or licensed distributors of the Product in order to facilitate various requests and the User will not attempt to de-code coded keys.
LIFETIME SUBSCRIPTIONS
The User may use the Product together with the installation of Microsoft® Access® which was current at the time the lifetime subscription was first installed. He/she may make a single copy of the Product for backup but will not copy any of its constituent parts independently or separately from the entire Product with the exception of the datafile of which multiple copies may be made for backup. Coded keys may be generated by the Product and/or licensed distributors of the Product in order to facilitate various requests and the User will not attempt to de-code coded keys.
RENEWABLE SUBSCRIPTIONS
The User may make a single copy of the Product for backup but will not copy any of its constituent parts independently or separately from the entire Product with the exception of the datafile of which multiple copies may be made for backup. Coded keys may be generated by the Product and/or licensed distributors of the Product in order to facilitate various requests and the User will not attempt to de-code coded keys.

THE PRODUCT IS SUPPLIED ON AN AS IS BASIS WITH ALL FAULTS. INSTEP HEREBY DISCLAIMS ALL WARRANTIES, WHETHER EXPRESS OR IMPLIED, INCLUDING, BUT NOT LIMITED TO, CORRECTNESS, ACCURACY, RELIABILITY, FITNESS FOR A PARTICULAR PURPOSE, ONGOING SUPPORT AND LACK OF VIRUSES. THE USER BEARS THE ENTIRE RISK ARISING OUT OF USE OF THE PRODUCT.

INSTEP'S LIABILITY FOR DAMAGES TO THE USER FOR ANY REASON OR CAUSE SHALL BE LIMITED TO THE USER'S DIRECT DAMAGES AND SHALL NOT IN ANY EVENT EXCEED THE AMOUNT PAID BY THE USER TO INSTEP UNDER THIS AGREEMENT. IN NO EVENT SHALL INSTEP BE LIABLE TO THE USER FOR ANY SPECIAL, INDIRECT OR CONSEQUENTIAL DAMAGES.

This Agreement constitutes the entire Agreement between the User and Instep concerning licensing of the Product. It shall be governed in accordance with the laws of Ontario, and in the event of any dispute, action may be brought only in a court of competent jurisdiction in the Province of Ontario.

It is the express wish of the User and InStep that this Agreement be prepared in the English language. C'est la volonté expresse de l'utilisateur/utilisatrice et InStep que cet accord soit rédigé en anglais.