Features
With a system designed specifically for the everyday home user, managing your finanaces has never been easier.
Transaction Manager
- Reconcile bank account statements by comparing your bank, mortgage or credit card account statements with the Transaction Summary feature
- Use the Transaction Summary feature to budget for future expenditure and income.
- Enter multiple, repeat transactions in one operation using the Repeat Transaction feature.
- Use the Cash Accounts feature to transfer payments between one account and another.
- See instantly future dates where your debt may reach critical levels.
- Discover when your cash flow could fall to dangerous levels.
Account Manager
- Create, modify or delete transaction accounts.
- Add multiple categories to each account to further refine your historic and future expenditure and income projections.
- Create multiple cash accounts such as bank accounts, credit and charge accounts, savings accounts, investment income account and mortgage accounts.
Report Manager
- Analyze the proportions of your expenditure and income by account and category to discover how your disposable income is being used and where your income is coming from.
- Analyze budgeted and actual expenditure to determine how well you have been meeting your budgeted income and expenditure.
- Determine your ability to meet future obligations by projecting how well your cash flow is able to cover your expected liabilities.
- Reconcile your bank, credit card, mortgage and other cash account statements with the transactions that you record for these accounts in the Transaction Manager.