Get answers to help you better plan your financial future:
For every summarized value, you can drill down and see all related transactions, from all accounts. You can even edit any associated transaction, for correcting the payee, category, etc., and right after you see all updated summaries. |
Your upcoming recurring transactions scheduled in a very easy way.
You can also add exceptions for future transactions, modify date, value, etc.
An overview of all of your transactions, summarized by top categories and payees. You can track your expenses from the last 30 days, current month or year, up to the last 12 months. Also, track your actual income and expense against your budgeted values.
You can also add exceptions for future transactions, modify date, value, etc.
An overview of all of your transactions, summarized by top categories and payees. You can track your expenses from the last 30 days, current month or year, up to the last 12 months. Also, track your actual income and expense against your budgeted values.
And More:
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- Archive old transactions. Remove transactions older than previous year, and generate a backup file for future reference --if needed
- Sequence order of your accounts. Define the order in which your accounts are presented in the menu
- Closed accounts. Hide a specific account from the menu
- Cleared balance. Balance is calculated only after you clear the transaction
- Special charts. Improved versions of the summary charts, plus the new 3-in-1 Budget Goals chart (Income. Expense, and Period)