FeaturesManage Multiple Accounts
* Create and maintain an electronic checkbook - Checking, Savings, Credit Card or Loans, Stock Investment Accounts, Assets
Checking, Savings, Credit Card or Loan Accounts
* Manage income and expense transactions within these accounts
* Create your own categories and organize these transactions to track where your money comes or goes.
* Manage money transfers between accounts
* Mark transactions as reconciled, unreconciled or void to track them against your bank statements
* Manage Payees
Stock/Bonds/Mutual Fund Accounts
* Track your shares, bonds and related investments
* Track the gain/loss for each investment
* Update current share price
General Account Features
* Ability to handle multiple currency across accounts
* Internationalization of currency formatting
* Unicode support for all data storage
* Track closed Accounts
* Setup accounts as favorite accounts
* Track your Bills and Deposits
Create bills & deposits to be reminded of your upcoming bills and deposits so you never miss a payment or deposit
* Account Summary Views and Navigation
An easy to use tree view navigator to navigate across accounts and summarized views of your accounts, upcoming bills & deposits and income vs. expenses
* Budgeting
Setup budgets for a calendar year and see how you are doing over time.
* Importing, Exporting and Printing
Ability to import, export and print your account information
Import
* Import information from Excel (Comma Separated Value -.CSV) format
* Import information from QIF format (Microsoft Money & Quicken)
Exports
* Export information from any account to Excel (Comma Separated Value -.CSV) format
Printing
* Printing of reports/accounts with inbuilt print preview.
Reporting
View your spending/expenses in a wide variety of ways.
* View spending by category over a date range for specific or all accounts
* View spending on a single category over time
* View income vs expenses
* View spending by payee
* View expenses and how you are doing on a budget.
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