Checkbook for Excel is a custom personal finance application written for Microsoft Excel. It provides all the necessary features for managing your financial accounts without all the excess baggage and overhead associated with the popular personal finance packages. It includes a Palm OS based companion application that lets you enter transactions on your Palm handheld and synchronize them with Checkbook for Excel.

Tax Assistant for Excel is a custom application written for Microsoft Excel and requires Microsoft Excel 2007/2010/2013/2016. It simplifies your Federal Income Tax preparation by providing Excel workbooks with IRS approved substitutes of Form 1040 with Schedules A, B, C, C-EZ, D, D-1, E, L, M, SE, Forms 6251 (AMT), 4952, 6781, and Form 1040A with Schedules B and L. There are also a number of worksheets related to deductions and Schedule D including the Social Security Benefits, Qualified Dividends and Capital Gain Tax, and Child Tax Credit worksheets.