Product features

Accounts

  • Track unlimited bank, credit card, asset and liability accounts
  • Create unlimited sub-accounts for any account
  • Mange foreign currency bank accounts
  • Carry out bank reconciliation
  • Create automated entries
  • Print financial reports

Categories

  • Track unlimited income and expense categories
  • Create unlimited sub-categories for any category
  • Analyse your income and spending by category
  • Print financial reports

Budgets

  • Set monthly budgets
  • Monitor your spending with the Tracker
  • Compare actual spending with budgets
  • Forecast bank balances based on historical spending

Other

  • Works with Windows® XP, Vista, 7, 8, 8.1, 10 and 11
  • Output reports to PDF, Excel and Word
  • Manage multiple separate datasets
  • Create user accounts with access control
  • Create reminders for just about anything
1 / 7
Reconcile your bank accounts
2 / 7
Automated entries
3 / 7
Keep track of your bank accounts, credit cards and savings
4 / 7
Analyse your spending by category or payee
5 / 7
Forecast bank balances based on average spending
6 / 7
Budget for future spending
7 / 7
Print reports or export as PDF or Excel