|
Bank Account Management Software.
Money management software
Personal finances software, Home Accounts Software, Home Banking Software.
Works with Windows 7, Windows Vista, Windows XP, Windows 2000 and Windows 98.
Works with Dual Monitors and wide screen monitors.
- Software to allow you to enter, organise, view and analyse your income and expenditure
Keep one step ahead of your online bank.
- Designed to a high specification.
The emphasis is on flexible data extraction and reporting, with exporting options.
- Install on your PC or laptop
- Data is stored on your own computer, not on the internet.
- Data can also be stored, transported and accessed on a removable/portable device
- Feature rich software for categorising data for analysis and reporting
- Produce figures for Net Worth, Annual financial reports etc.
Suitable for:
Home accounts/personal use
Set up your Personal:
- Bank Accounts -1 or many (Current accounts in UK, Checking accounts in North America)
- Credit Card Accounts (1 or many)
- Direct Debit Payments
- Standing Order Payments
Regular Payments (e.g. Salary, Utility bills etc)
Frequency options: Annually, Monthly, Weekly, Bi-Weekly, Every 4 weeks
Fixed Number of Payments (e.g. a loan repayment) or Never ending
- Expense and Income Categories
- Groupings of Accounts (e.g. Personal Bank Accounts, Business Bank Accounts)
- Groupings of Categories (e.g. Personal Transaction Categories, Business expenditure categories)
Manual Entry of:
- Cheques
- ATM transactions
- Credit Card Transactions
Automatically Import
- Statements downloaded from your Bank or Credit Card provider.
- Can import from downloaded QIF files
Can deal with any chosen date format, e.g. UK, US etc
- Can import from downloaded CSV files.
You can:
- Simulate Bank Statements
- Transfer Payments between Accounts, with cross-references
- Reconcile Statements
- See un-reconciled transactions
- See protracted balances
- Split any one transaction into two or more Sub-Amounts/Spending Categories
e.g. you can spilt each transaction into Net and VAT. Good for VAT returns.
- Enter Cheque Number, Amount, Cheque date, Bank Date, Paid To, Spent on, Category
Free text memo field for each transaction element.
- Analyse your transactions by Category (e.g. Query expenditure)
- Generate Reports from your transactions
- Plan ahead.
- Generate a report showing your Net Worth - summarising all (or selected) accounts up to any date
- Be firmly in control of your finances!
|
