Full featured home finance and budgeting application!
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Create multiple accounts
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Enter transactions like deposits and checks
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Print checks
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Assign transactions to one or multiple categories
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Create budgets
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Track projects
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Perform bank reconciliations
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Upload data from spreadsheets
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Report on your financial status based on expenditure groups and categories.
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Customize the look and feel.
Everything in One Place!
On the left - individual accounts:
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Accounts can be bank or investment accounts or any other asset for which you wish to track monetary values such as land or precious metals.
On the right - main transactions, queries, and report tabs including:
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Check Register
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Check Register Query
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Query by Category
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Query by Allocated Amount
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Bank Card transaction query
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Donations Query
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Budget
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Highlights Summary Report
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Cash Flow Report
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The data on each tab can be printed, viewed, or downloaded
Data at Your Finger Tips!
Flexible QBE style queries with print/view capability!
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Check Register
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Check Register by Category
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Check Register Allocated Amounts
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Bank card transactions
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Donations
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Income Statement
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Cash Flow Statement
Preview or Print Your Information!
Reports are just a click away!
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View the results then either print, view, or download.
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Report by Groups and Categories setup during configuration.
Configure Your Information!
Highly configurable!
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Account Types (i.e. checking, savings, land, retirement, crypto, etc.)
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Accounts (i.e. bank/investment accounts, land, precious metals, etc.)
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Parties (source of transactions i.e. employer or vendor)
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Category Types (a high level grouping such as Income, Expense, etc.)
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Category Groups (mid-level grouping such as Bills & Utilities, Automotive, Insurance, etc.)
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Categories (detailed grouping i.e. Rent, Bank Fees, Taxes, etc.)
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Category Templates (predefined group of categories)
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Transaction Types (i.e. Deposit, Check, Adjustment, Transfer, etc.)
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Frequencies (i.e. Monthly, Quarterly, Annual, Infrequent, Non-Recurring, etc)
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Projects (an additional categorization for Projects)
Cutomize the Appearance!
Highly customizable appearance!
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Button height and font size
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Grid row height, heading font size, and cell font size.
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Label text size
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Panel tab text size
Pick Your Colors!
Customizable screen colors!
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Predefined themes
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Define each component's color (buttons, boxes, grid cells, grid headers, etc.)
Reconcile Your Accounts!
Bank Reconciliations by account!
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Complete history of each reconciliation
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History of outstanding checks
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Download transactions from your bank or other institution
Keep Up On Your Contributions
Track and monitor you donations!
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Each Transaction Type is defined as donation eligible or not.
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Eligible transactions can be selected for processing.
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Multiple donation profiles can be maintained.
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Processing automatically generates checks based on profile.
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Donation checks written are linked to associated deposit for tracking.
