RetireBase
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Retirement planning cash-flow calculator and account manager.   Demo ($9.99)
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RetireBase is a cash-flow calculator that uses your expenses, government pensions, incomes, and assets to display charts and an analysis that show the resulting cash flow and asset adjustments from the current year to age 100. Changes can be made to inflation and interest rates and any year’s values and "what-if" analysis is easy to do.

RetireBase is the most comprehensive, non-commercial calculator available. One window for entering data. Charts are automatically updated as data is entered. Additional pages to adjust by year, if desired. Automatically moves assets so that
What's New
Version 2.3:

New Features
  • Increase Font Size - For high resolution monitors the font size may not be as readable as desired, especially those in List windows. By clicking on the F+ popup menu located at the top-right of most windows the font size can be increased by 1 or 2 sizes.
Changes
  • Date Entry - All enterable date fields now use the system date format set in the operating system preferences. For Mac OS X, this is set in System Preferences>Language & Text>Region. For Windows it is set in Start>Control Panel>Regional and Language Options>Regional Options. A variety of formats can be selected by choosing the country or using customize. (For example, mm/dd/yyyy, yyyy-mm-dd). The internal format of mm/dd/yyyy is still used for application generated dates and for searches.
  • Remembering Window Locations - The Help windows can now be remembered.
  • Lastest Income Tax Data - Income tax data for the lastest available year is included for USA and Canada. Changes to Michigan (Property and Pension) and North Carolina (expemptions) taxes have been included. Added Canada OAS age because depending on year of birth, the age changes and the pension can be deferred to age 70.
Fixes
  • Accounts - The last day period record for accounts that have passed their end date was not being recalculated properly. This has been fixed. Changing of the Active Record check box was automatically set off when the End Date was passed which was causing problems when an account was not updated until after the End Date. This has been removed and the user must set the Active Record check box manually.
  • Login - Any change to the Access included in a License Document was not being accepted. This has been corrected.
  • Asset Movement - Asset Movement text did not display taken assets for Person 2 and instead used Person 1. This has been fixed. The Charts window cannot be Auto Opened as it was creating a second window when the main window opened.
  • Unique Names - Unique names for Accounts were not being checked properly and did not always make the changes to other records as expected. This has been fixed.
Version 2.3:

New Features
  • Increase Font Size - For high resolution monitors the font size may not be as readable as desired, especially those in List windows. By clicking on the F+ popup menu located at the top-right of most windows the font size can be increased by 1 or 2 sizes.
Changes
  • Date Entry - All enterable date fields more...
Requirements
Intel, OS X 10.4 or later



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Downloads:59
Version Downloads:59
Type:Home Personal : Personal Finance
License:Demo
Date:16 Oct 2013
Platform:Intel 32 / OS X
Price: $9.99
Overall (Version 2.x):
Features:
Ease of Use:
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RetireBase is a cash-flow calculator that uses your expenses, government pensions, incomes, and assets to display charts and an analysis that show the resulting cash flow and asset adjustments from the current year to age 100. Changes can be made to inflation and interest rates and any year’s values and "what-if" analysis is easy to do.

RetireBase is the most comprehensive, non-commercial calculator available. One window for entering data. Charts are automatically updated as data is entered. Additional pages to adjust by year, if desired. Automatically moves assets so that there is money on the last year, if possible. The download is a free demo that lasts 31 days. There are restrictions on data that can be entered during this period, but there are examples for each age group and country.


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