PFO Title
  What's New in version 2?
   
 


Improved user interface.

    New cleaner look, with pop out and drop down re-sizable panes to leave more room to work with transaction lists and charts.

Group Accounts

    Container accounts for cash flow, budget or investment accounts.
    Now you group accounts from the same bank together, or group investments into a portfolio.

Budget Accounts

    Set an account goal and a period and make payments towards that goal.

Drag and drop account management

Extended transaction filtering

    Use filters to locate or isolate transactions fitting your specific criteria.

Data File password protection

    Each data file can have its own password, which can only be changed if you know the existing password.

Recurring Transactions

    Automatic processing of selected transactions when a data file is opened. You can also have recurring transfers between accounts.
    Pop up reminder when transactions are due.

Investment transactions

    New investment account transaction types; Deposit, Withdraw or Transfer funds.

Extended charting

    'Drill down' feature added to Income and Expenditure chart. This enables you to see a breakdown of the selected month's totals.

Extended Report manager

    Filtering and options.

    Save and Restore report settings.