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- An easy to use user interface to navigate between accounts and detailed or summarized views of your accounts.
- Easy account setup.
- Drag and drop account management.
- Manage income and expense transactions within multiple accounts.
- Account groups allow you to collect accounts with a common feature together.
For example, current and savings accounts with one bank.
- Recurring transactions.
Create transactions to be reminded of your upcoming payments and deposits, so you never miss a payment or deposit.
- Automatic processing of selected recurring transactions.
- Manage money transfers between accounts.
- Mark transactions as reconciled or cleared to track them against your bank statements.
- Add a note to a transaction, or flag a transaction as a reminder.
- Transaction filtering.
Use filters to identify and locate specific types of transactions, such as only income or expenditure, or transactions for a particular date range.
- Import data (QIF) from online banks or other software.
- Category Manager.
Many predefined categories. You can also create your own categories and organize transactions with them to discover where your money comes from or goes to.
- Reports and Charts.
- Investments
Track performance, income and value amongst others.
- Data file backup.
- Data file password protection.
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