Buy Financial Planning and Investment Software now using PayPal.

Ordering Financial Planning Software Using PayPal

Site Information
(is listed below. The financial planning software modules for sale are on the right-side column)

Confused? It Makes More Sense if You Start at the Home Page

Financial Software Price List

How to Buy Investment Software

Discounts for Financial Advisers
(and how to subscribe to the full Bundled Deal for $100 a month)

Lifetime and 5- to 15-year Extended Subscriptions

New Financial Planner Starter Kit

Professional Investment Portfolio Building Kit

Financial Planning Software Support

Financial Planner Software Updates

Site Map

Site Information, Ordering Security, Privacy, FAQs

Questions about Personal Finance Software? Call (503) 309-1369 or Send E-mail to

Free Downloads and Money Tools
(are listed below)

Free How-to Money eBook for DIY Investors, Critical Reading for Financial Advisers, and for Exposing Financial Myths

Free Sample Comprehensive Financial Plans

Free Money Software Downloads, Tutorials, Primers, Freebies, Investing Tips, and Other Resources

List of Free Financial Planning Software Demos

Selected Links to Other Relevant Money Websites


Free Retirement Calculators

Free 401(k) Calculators

Free Financial Calculators

Free Family Money Calculators

Free Real Estate Calculators

Free Debt Calculators

Free Investment Calculators

Free Tax Calculators

Free College Saving Calculators

Free Insurance Calculators

Free Business Owner Calculators

PayPal is a popular and unique way of transferring money, because it transfers directly from your PayPal account into our PayPal account.

It only take a few minutes to open a new PayPal account

If you click the link to open a new PayPal account, and it doesn't work, then click, "Sign Up, and then Personal Account"

But after that, it takes a few days to become "verified and confirmed."

There are other vendors, but most people still use PayPal.

Money gets put into your PayPal account directly from your bank account, credit card, or other PayPal users sending you money.

The transfer is immediate, which means you can usually receive products within the hour if we know about it when you do it, or at the end of the day if not.

But if you are not yet "verified nor confirmed," then your order will turn into an "eCheck" order.

This means it takes about four business days for your check to clear, which holds up product delivery. So you want to make sure you do the verification and confirmation thing as soon as you can.

Please note that it takes just as much time for an eCheck to clear as it does to become verified (unless you add both a checking account and a credit card to your brand new PayPal account at the same time). This is what PayPal says about eChecks:

"eChecks are one type of bank payment and usually take 3-5 business days* to process. They are used when buyers have not linked a backup payment source (like a debit or credit card) to their PayPal accounts, or when a transaction is too risky to allow an instant payment."

PayPal charges us a fee, but they don't charge you anything.

The only thing on our PayPal order form is bunch of radio check buttons next to dollar amounts, and the "Buy Now" PayPal icon at the bottom left.

Clicking on a radio circle button next to the dollar amount will make that amount of money go from your PayPal account to our PayPal account. Use the button that's the closest to the total amount of your order. For example, if your total is $127, and the two closest prices are $125 and $129, then just click the lesser amount of $125.

Then click the "Buy Now" PayPal icon at the bottom left.

The main PayPal website will then open, where you log in and input your account details. Then there will be the usual buttons to click to complete the transaction after filling in generic transaction data.

Important: Please input the name(s) of the product(s) you want with the level of support into the Instructions for Merchant field. You'll need to click the link that says "Instructions for Merchant" to get there. This is where you tell us what you're ordering. Example: "unsupported bond calc." Without this information, delivery will be delayed until we ask you what you ordered, and you tell us (which could take days).

Please let us know ASAP if it didn't work right by calling (503) 309-1369.


Here's the link to our secure PayPal order form:

Go to the secure PayPal form (clicking here will go to the form)

Buy financial planning software now using PayPal.

Important About Using PayPal

If you follow one rule, then PayPal works great: Never do anything with any e-mail from PayPal!

This is because it's rarely from PayPal. Just about the only time you'll get valid e-mail from PayPal is when you make a transaction (or you're opening a new account, or you changed your PayPal e-mail address).

If you do get an e-mail from PayPal saying you need to do something to your account, just log in like you always do, and then you'll see that you don't need to do anything. Never click on any of the links in the e-mail that says it goes to the PayPal login page, because it will go to the scammer's site.

PayPal asks that you forward all fraudulent e-mails to spoof at

Then delete the e-mail immediately. If you put it on your spam blocking list, then all valid e-mails from PayPal will probably be blocked. Then you'll have to waste time unblocking it.

Here's some text from PayPal about that:

PayPal Will Always:

- Address our customers by their first and last name or business name of their PayPal account

- Send an email to: "Undisclosed Recipients" or more than one email address

- Ask you to download a form or file to resolve an issue

- Ask in an email to verify an account using Personal Information such as Name, Date of Birth, Driver's License, or Address

- Ask in an email to verify an account using Bank Account Information such as Bank Name, Routing Number, or Bank Account PIN Number

- Ask in an email to verify an account using Credit Card Information such as Credit Card Number or Type, Expiration Date, ATM PIN Number, or

CVV2 Security Code

- Ask for your full credit card number without displaying the type of card and the last two digits

- Ask you for your full bank account number without displaying your bank name, type of account (Checking/Savings) and the last two digits

- Ask you for your security question answers without displaying each security question you created

- Ask you to ship an item, pay a shipping fee, send a Western Union Money Transfer, or provide a tracking number before the payment received is available in your transaction history

Any time you receive an email about changes to your PayPal account, the safest way to confirm the email's validity is to log in to your PayPal account where any of the activity reported in the email will be available to view. DO NOT USE THE LINKS IN THE EMAIL RECEIVED TO VISIT THE PAYPAL WEBSITE. Instead, enter into your browser to log in to your account.

You may have received an email falsely claiming to be from PayPal or another known entity. This is called "phishing" because the sender is "fishing" for your personal data. The goal is to trick you into clicking through to a fake or "spoofed" website, or into calling a bogus customer service number where they can collect and steal your sensitive personal or financial information.

We will carefully review the content reported to us to certify that the content is legitimate. We will contact you if we need any additional information for investigating the matter. Please take note to the security tips provided above as they may help to answer any questions that you may have about the email you are reporting to us.

If you have responded to a phishing email and provided any personal information, or if you think someone has used your account without permission, you should immediately change your password and security questions.


You should also report it to PayPal immediately and we'll help protect you as Much as possible.

Open a new browser and type in

Log in to your PayPal account.

Click "Security and Protection" near the top of the page.

Click "Identify a problem."

Click "I think someone may be using my account without permission."

Click "Unauthorized Account Activity."


Thank you for your help making a difference.


Every email counts. By forwarding a suspicious-looking email to, you have helped keep yourself and others safe from identity theft.



The PayPal Team

Personal Finance Modules For Sale
(are listed below)

Financial Planning Software that's Fully-Integrated
(the IFP is the NaviPlan alternative for 1/6th the price)

Goals-Only "Financial Planning Software"
(the MoneyGuidePro alternative for 1% of their price)

Retirement Planning Software Menu: Something for Everyone
(the RWRs, RP, and SRP)

Comprehensive Asset Allocation Software

Model Portfolio Allocations with Historical Returns

Monthly-updated ETF and Mutual Fund Picks

DIY Investment Portfolio Benchmarking Program

Financial Planning Fact Finders for Financial Planners Gathering Data from Clients

Investment Policy Statement Software (IPS)

Life Insurance Calculator (AKA Capital Needs Analysis Software)

Bond Calculators for Duration, Convexity, YTM, Accretion, and Amortization

Investment Software for Comparing the 27 Most Popular Methods of Investing

Rental Real Estate Investing Software

Net Worth Calculator (Balance Sheet Maker) and 75-year Net Worth Projector

College Savings Calculator

Financial Seminar Covering Retirement Planning and Investment Management

Sales Tools for Financial Adviser Marketing

Personal Budget Software and 75-year Cash Flow Projector

TVM Financial Tools and Financial Calculators

Our Unique Financial Services
(are listed below)

We're Fee-only Money Managers: So you can hire us to manage your money, and/or financial advisers can hire us to manage client money, using our Model Portfolios and/or Asset Allocation Systems

Mr. Market Timer's Unique Market-neutral Stock Market Timing Services
(the hedge fund alternative)

Consulting Services: Hire Us to Make Your Financial Plan, Retirement Plan, Benchmarking Report, Whatever

Buy or Sell a Financial Planning Practice

Miscellaneous Pages of Interest
(are listed below)

Primer Tutorial to Learn the Basics of Financial Planning Software

About the Department of Labor's New Fiduciary Rules

Using Asset Allocation to Manage Money

Download Brokerage Data into Spreadsheets

How to Integrate Financial Planning Software Modules to Share Data

CRM and Portfolio Management Software

About Monte Carlo Simulators

About Efficient Frontier Portfolio Optimizers

Calculating Your Investment Risk Tolerance

About Discount Brokers for DIY Money Management

About 401(k) Plan Management

© Copyright 1997 - 2017 Tools For Money, All Rights Reserved