| Module | Details |
Status |
Date
Requested |
| Budget |
Interface with Quicken and MS Money |
In progress |
5/02/2002 |
| Investment Plan |
Return on Investment instead of
Income. Usually 6% of Purchase Price. |
In progress |
|
| Reports |
Show Equity on Asset & Liability
Statement |
In progress |
|
|
Personal
Details Prof.
Version |
Wizard to add new client based on
Income bracket. |
Competed | |
| Income/Expenses |
Include
GST calculations per item in Actual Transactions. Show
calculations on reports too. |
In progress |
16/03/02 |
| Income/Expense Split |
Ability to enter percentage split on
an asset and consequently split income and expenses as per that
percentage. |
Completed | 16/03/02 |
| Internet |
Ability to Import records from Excel
or exported bank files from the internet |
In progress |
17/03/02 |
| Debt Reduction |
Show how users can payoff another
loan, after the current loan is paid off. All loans are on “line of
credit.” |
In progress |
22/03/02 |
| Calculator |
Explain how the calculator works |
In progress |
10/04/02 |
| Investment Plan |
Show cash flow similar to debt
reduction plan |
In progress |
29/04/02 |
| Assets List |
Allow entry of renovations and
additions to an asset. |
Completed | 30/04/02 |
| Liabilities Actual |
Allow entry of interest charges,
fees, and interest rate changes |
Completed | 30/04/02 |
| Property Manager |
Show all income and expenses per
property in one screen and one report |
In progress |
30/04/02 |
| Income / expenses Report |
Show gross, net, and GST amounts |
In progress |
30/04/02 |
| Investment Plan |
Divestment Page: Include all assets
as an option to sell. Show all loans as well. |
In progress |
30/04/02 |
| Borrowing Capacity |
Include DSR (Debt to Service Ratio).
Monthly repayment should not exceed
30% of your monthly surplus. |
In progress |
30/04/02 |
| Financial Calculator |
Include other calculators there ... Borrowing Capacity, Equity loan capacity, Savings, Retirement, etc | In progress |
01/05/02 |
| Property Analysis |
New module to compare cost of
acquiring one property against another. |
In progress |
03/05/02 |
| Debt Reduction Plan | On the Refinance Expenses page, users
can add a new expense if they go down past the last entry. Would be
better to have a button to show that they can add an expense entry. |
Completed | 24/05/02 |
| Investment Plan |
Serviceability page: show the weekly cash cost before depreciation and tax also. | Completed | 24/05/02 |
| Investment Plan |
When investing in shares, calculate tax saving from franked dividends, if any. | Not Started | 26/06/02 |
| Debt Reduction Plan / Repayment Schedule | Add the ability to enter different interest rates at certain dates in the future. The interest on the loan is calculated based on the interest rate as per that date. | Not Started | 24/07/02 |
| Assets | Add a page for depreciation schedule per asset. Every year the values should change to show amount of depreciation to claim. | Completed | 25/07/02 |
The
Power
Over
Money
Enhancements