Product features

Accounts

  • Create unlimited bank, credit card, asset and liability accounts
  • Create unlimited sub-accounts for any account
  • Foreign currency bank accounts
  • Bank reconciliation
  • Automated entries
  • Reports

Categories

  • Create unlimited income and expense categories
  • Create unlimited sub-categories for any category
  • Analyse your income and spending by category
  • Reports

Budgets

  • Set monthly budgets
  • Spending Tracker
  • Compare actual spending with budgets
  • Forecast bank balances based on historical spending

Other

  • Works with Windows® XP, Vista, 7, 8, 8.1 and 10
  • Output reports to PDF, Excel and Word
  • Maintain multiple datasets
  • 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