Personal Finances is an elegant, easy, yet technically advanced home financial manager for Windows users. Putting budget tracking on auto-pilot, the program will help users to track income and expenses, plan budget and cut back on unnecessary expenses.
Personal Finances Pro will help you track expected income, spending and see how much money the user will have at any date in the future. Personal Finances is portable and can run from the USB drive. Designed with the beginner in mind, Personal Finances lets anyone take the first steps into budget planning without a shock from software complexity and learning curve.
For the most part this is due to a simple, well-designed interface. The main window puts all financial transactions, accounts, tools and options in front of the user, letting you review any budget item and modify it with a remarkable ease. To get started, the user is required to create accounts, which can be a etc, credit card, cash, pocket money, real bank account.
The next step is to enter transactions, both earnings and purchases. To make it simpler for the user to track budget in details, transactions can be defined with family members, tags, categories. Tags help to distinguish between similar transactions that fall into the same category.
Personal Finances has a powerful reporting tool that can generate pie, bar chart reports and trands with totals and percentages that reflect the flow of money for any period of time. The user can generate reports by tags, family members, categories.
By clicking on any item in the report, user can drill down deeper to transactions associated with the item. Reports can be saved to file in HTML, CHM, or TXT, or printed to paper. Personal Finances Pro helps the user review the financial health of the home budget, see the spending categories that need to be trimmed in order to make a balanced budget one can live on without lapsing into debt.
· Quick Expense function (Adding expenses in one click).
· AutoComplete function.
· Multi-base support. Allows you to create unlimited number of databases.
· Detailed information for any time interval.
· Unlimited number of sections and categories.
· Unlimited number of sub categories and sub sections.
· Unlimited number of different currencies supported.
· Unlimited number of accounts (wallet, bank account, credit card, etc.).
· Expense record keeping.
· Income record keeping.
· Expense planning.
· Currency exchange.
· Sort by any field.
· Group by same name supported.
· Print.
Limitations:
· 200 transactions maximum or 30 days trial period
· Nag screen
What's New in This Release:
· CSV and QIF import/export improved
· OFX import added
· Import preview
· User guide updated
· Few minor changes