MY FINANCIAL HOUSE – Personal Finance Software™

This free software enables you to take an inventory of your financial situation and track progress towards your financial goals.

Once you complete your financial inventory, you can share it with your accountant, financial advisor and/or attorney – someone you trust – to help you plan for your future, so that even in an emergency you will know if your financial house is in order.  You can also email your inventory and save it to a disk to store it for safe keeping.

You alone will have and control the scenarios you create using My Financial House™.  The I.I.I. will not have your information, does not seek it, cannot and will not share it.

My Financial House™ will let you create a lasting image of your financial situation.  It is something you can use throughout your life – and your family’s.

INSTALLING THE SOFTWARE

To install the "My Financial House" software, click here and follow the instructions. Once you install the software on your computer and run it for the first time, you will see instructions on how to start your first project.

MINIMUM REQUIREMENTS

Windows XP or 2000

Organize and create a picture of your current financial situation
Work more effectively with a financial adviser
Identify gaps or overlaps in your financial situation
Help heirs and beneficiaries to file claims
 

download free software

  Video: Gordon Stewart, former President of Insurance Information Institute about My Financial House software...