Living Budget Pro is a financial planning and management tool that is designed to help people achieve their goals and improve their financial position. Living Budget Pro displays your client’s finances in a visually contextually form where they will easily see the plan you have created for them. Since Living Budget Pro was designed from the ground up with planning and maintenance in mind, maintaining the living budget is simple and easy. The simplest way to maintain the living budget is thru the use of the check register. Register entries tie to the workspace and can automatically remove placeholder transactions.
Living Budget Pro creates and manages living budgets, which consist of up to a year’s worth of transactions for all income and debt sources. Future transactions are placeholders that provide the basis and visibility needed to display your client’s financial potential, which is displayed in December’s ending balance.
Creating a living budget is simple; Living Budget Pro provides a sample Comma Separated Values (CSV) file that can be modified or used as a template. CSV files are easily created using your favorite spreadsheet program. Essentially, the CSV file contains a list of all income and debt sources with due dates and payment amounts. Living Budget Pro will import and build the client’s living budget from that file.
When people have a clear view of their financial potential, they can more easily conceive attainable dreams. With tools that provide the proper visibility, goals can be set and a plan developed. When plans expose the attainability of goals and dreams, follow-through with the plan has greater chances of success.
After reviewing the rest of the documentation listed on this site we are sure you will find that Living Budget Pro will provide your client with the ability to more easily see and implement your vision as expressed through your plan.
We are proud to provide Living Budget Pro at the discounted cost of $50.99 to Financial Planners and other professionals who help and provide financial guidance to clients.
Purchases of 5 or more qualify for a 20% per item discount off the retail price.
Purchase Instructions:
1. Click on any of the purchase now images to be transferred to the CLB Systems LLC store.
2. In the upper right-hand corner of the store, locate and click on “My Account” and fill-in all the information.
3. Once you are at the “My Account” screen, you are done. Locate the “I’m done managing my account, log me out.” Message to exit.
4. Email us at neworders@clbsystems.com with the following:
a. Contact Information
b. Website address and other proof qualifying you for the discount.
c. State of California residents who intend to resell the product must include their resale license number.
We will email you once your account is setup.
