Personal Finances is a home finance manager and budget planner for people on the go. Once installed on the USB flash drive, it enables family to plan budget and track income and expenses from any computer. Create a successful budget that works well!
Version: 5.9Personal Finances is an elegant, easy, yet technically advanced family finance manager for Windows users.
License: Free To Try $39.95
Operating System: Windows
Putting budget tracking on auto-pilot, the program will help users to plan budget, track income and expenses and cut back on unnecessary expenses.
The program will also help users to track expected income, spending and see how much money the user will have at any date in the future. Personal Finances is portable and can run from the USB drive.
Designed with the beginner in mind, Personal Finances lets anyone take the first steps into budget planning without a shock from software complexity and learning curve.
For the most part this is due to a simple, well-designed interface. The main window puts all tools, accounts, financial transactions and options in front of the user, letting you review any budget item and modify the budget.
To get started, the user is required to create accounts, which can be a credit card, etc, cash, pocket money, real bank account. The next step is to enter transactions, both purchases and earnings.
To make it easier for the user to track budget in details, transactions can be defined with categories, family members, tags. Tags help to distinguish between similar transactions that fall into one category.
Personal Finances allow user to generate bar, pie chart reports and trands with percentages and totals that reflect the flow of money for any period of time.
The user can generate reports by family members, tags, categories. By clicking on any item in the report, user can drill down deeper to transactions associated with the item. Reports can be printed to paper, or saved to file in HTML, CHM, or TXT.
The program and its reports helps the user review the financial health of the home budget, see the spending categories that need to be trimmed in order to make a balanced budget one can live on without lapsing into debt.
Version 5.9: Compression of a database file added. New interface. Many small bugs fixed. Budget tab updated. Lager icons. Same icons set for accounts and categories. Font size option added. User can link loan to transaction. Transaction full details hint added. Hotkeys added.
Version 4.3: Accounts grouping Loans redesigned Lots of minor changes
Version 4.0: Unicode support Export to/import from qif Summary view Customizable date and amount formats Income and transfers in splits Grouping by splits Manual approve for scheduled transactions Loans and credits keeping Transactions in any currency Updated budget Small notes (tasks)
Version 3.8: Batch (split) transaction, Improved calendar view, Improved budget, Few bugs fixed
Version 2.7: Charts and reports added
Version 2.5: German, Czech, Estonian and Turkish languages added
Version 2.3: Interface and usability improvement. Dutch language added.
Version 2.2: Interface and usability improvement. Accounts and summary view updated. French language added.