| Hearthside Features |
Basic |
Standard |
Investor |
| Family Member Information |
X |
X |
X |
| Birth Information |
X |
X |
X |
| Education |
X |
X |
X |
| Marriage |
X |
X |
X |
| Club Memberships |
|
X |
X |
| Military Service |
X |
X |
X |
| Parents |
X |
X |
X |
| Passports |
X |
X |
X |
| Pets |
X |
X |
X |
| PINs and Passwords |
X |
X |
X |
| Religious Information |
X |
X |
X |
| Residences |
X |
X |
X |
| Career Information |
X |
X |
X |
| Employment History |
X |
X |
X |
| Professional Organizations |
X |
X |
X |
| Financial Information |
X |
X |
X |
| Assets |
X |
X |
X |
| Banking |
X |
X |
X |
| Certificates of Deposit |
X |
X |
X |
| Checking Accounts |
X |
X |
X |
| Money Market Accounts |
|
X |
X |
| Savings Accounts |
X |
X |
X |
| Safe Deposit Boxes |
X |
X |
X |
| Investments |
X |
X |
X |
| Investment Strategy |
|
|
X |
| Annuities |
|
X |
X |
| Bonds |
|
|
X |
| Brokerage Accounts |
|
|
X |
| Mutual Funds |
X |
X |
X |
| Savings Bonds |
X |
X |
X |
| Stocks |
|
|
X |
| Treasury Notes |
|
|
X |
| Other Investments |
X |
X |
X |
| Real Estate |
X |
X |
X |
| Agricultural Real Estate |
|
|
X |
| Business Real Estate |
|
|
X |
| Business Inventories |
|
|
X |
| Homes Owned |
X |
X |
X |
| Home Inventories |
X |
X |
X |
| Rental Houses |
|
|
X |
| Undeveloped Real Estate |
|
|
X |
| Other Real Estate |
|
X |
X |
| Antiques |
X |
X |
X |
| Collectibles |
X |
X |
X |
| Personal Property |
X |
X |
X |
| Retirement Accounts |
X |
X |
X |
| Vehicles |
X |
X |
X |
| Asset Liquidation |
X |
X |
X |
| Insurance |
X |
X |
X |
| Auto Insurance |
X |
X |
X |
| Disability Insurance |
X |
X |
X |
| Home Owners Insurance |
X |
X |
X |
| Life Insurance |
X |
X |
X |
| Medical Insurance |
X |
X |
X |
| Supplemental Insurance |
X |
X |
X |
| Umbrella Insurance |
|
|
X |
| Other Insurance |
|
X |
X |
| Legal Matters |
X |
X |
X |
| Obligations |
X |
X |
X |
| Credit Cards |
X |
X |
X |
| Loans |
X |
X |
X |
| Home Mortgages |
X |
X |
X |
| Home Rent |
X |
X |
X |
| They Owe You |
X |
X |
X |
| Alimony |
X |
X |
X |
| Child Support |
X |
X |
X |
| Social Security |
X |
X |
X |
| Taxes |
X |
X |
X |
| Medical Information |
X |
X |
X |
| Doctors |
X |
X |
X |
| Medical Log |
X |
X |
X |
| Shot Records |
X |
X |
X |
| In Case of Loss |
X |
X |
X |
| Asset Liquidation |
X |
X |
X |
| Funeral |
X |
X |
X |
| Legal Matters |
X |
X |
X |
| Safe Deposit Box |
X |
X |
X |
| Who Gets What |
X |
X |
X |
| Contact Information for Everyone |
X |
X |
X |
| Security |
X |
X |
X |
| Security Information |
X |
X |
X |
| Log In |
X |
X |
X |
| Change Main Password |
X |
X |
X |
| Change Read-Only Password |
X |
X |
X |
| Change PIN/Passwords Password |
X |
X |
X |
| Advanced Reporting |
X |
X |
X |
| Standard Reports - Printed or Saved to a File |
X |
X |
X |
| Inventory Reports for Insurance for Theft or Disaster |
X |
X |
X |
| Improvement Reports for Taxes or Selling Your Home |
X |
X |
X |
| Special Features |
X |
X |
X |
| Attach Photos, Scanned Documents and Computer Files |
X |
X |
X |
| Help Files to Guide You Along |
X |
X |
X |
| Backup to Keep Your Records In a Safe Place |
X |
X |
X |
| Restore to Bring Your Saved Records Back |
X |
X |
X |
