An extremely powerful yet easy-to-use personal finance software. No matter if you're an experienced user or not, you will be productive the minute you installed it. It helps you to:
- Keep a log of all the transactions;
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Show you your accounts' balances;
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Set up a budget plan;
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Analyze the income and expense;
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Remind you of upcoming bills;
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Keep you from being charged for overdrafts or over credit-limits;
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Calculate mortgages or loans.
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Download the 30-day trial version now!
Try it before you buy!
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Windows Version Available
- With both the Palm OS and Windows versions working together, you can seamlessly synchronize data between a Windows PC and a Palm handheld;
- Extra benefits of using the Windows version include: 4.0 Much more reports and charts; 4.0 sharing data among family members; 4.0 partially sync only the most recent data to the handheld; spreadsheet-like budget editing; printing; and more.
- Sold separately. Only $28 (60% off on the Windows version) if you buy both versions together. Click here for more details.
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Account Management and Transaction Logging
- Keep a log of all your transactions, categorize them, and analyze the income and expense for you;
- Review accounts' balances at any time; get to know how much is available;
- Be reminded when an account's balance is close to its minimum balance or credit limit;
- Supports split transactions for better analysis;
- Multiple currencies, built-in calculator;
- 4.0 Customizable transaction types;
- 4.0 Templates and auto fill-in function for quick data entry.
- 4.0 Close inactive accounts but keep their data for later reference.
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Budget Planning
- You can assign each category a monthly budget, Money will let you know how much has been spent and how much is still available;
- Unused budget (or overage) can be rolled over to the next month;
- By setting an alert level for each category, Money will give you an alert when you have reached that level.
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Scheduled Transactions
- You can manage repeating transactions with Money easily, e.g., monthly bills and paychecks;
- 4.0 View upcoming bills in a calendar to get to know when will have to pay what;
- Money's alarms will remind you of upcoming bills;
- Also supports non-repeating, one-off future transactions.
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4.0 At-A-Glance View of Your Financial Status
Get a complete picture of your financial status in the same screen:
- Income, expense, and budget situation;
- Today's net worth and account balances;
- What bills to pay in the next few days;
- If there is any alerts on over-budget, overdraft, or overdue;
- Or any categories or payees you want to keep an eye on.
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Charts
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Cash Flow chart shows your account's daily balances in the past, also "predicts" future balance changes based on scheduled transactions;
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Pie chart summarizes your income or expense on each category (or payee and classification);
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Trend chart shows you the trend of income and expense.
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Custom Views
- Custom views let you decide how you want to view your financial status;
- You can specify what kind of transactions should be included in a custom view, what date range to use, row colors, column ordering, ...;
- To quickly navigate among the views, you can use just one letter (either Graffiti or keyboard) to jump to the view you want.
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User Interface
- The most powerful and flexible table-based user interface you've ever seen;
- Custom views let you decide what information you want to see, in what format, during what date range, and even what colors;
- Optionally installable hyperlinked, context-sensitive online help (and a 180-page user's manual);
- Fully supports extended screen size, screen rotation, and 5-way navigators.
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Others
- 3.8 Data encryption to protect your information;
- Supports multiple databases;
- Automatic backup to memory cards when program quits;
- Built-in loan (mortgage) calculator;
- 4.0 Plug-ins to show Money information in ZLauncher and DateBk6's Today screen;
- Import transactions from QIF and OFX files; export data to CSV and QIF, files;
- Import/export can be done through PC Conduit extension memory card.
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v3.0 added a Windows program. v3.5 added one-off future transactions, "excluded" transactions, and transfers can be treated as income or expense. v3.8's and v4.0's new features have been highlighted in the above description. For details, please check out the What's New.pdf included with the product.