MyMoney Investments

Developer: MTH, Inc.

Current Version: 2.0.94

Last Updated: 2 years ago

Download Size: 102.3 MB - Download

Description:

My Money Investments Edition is a high quality personal financial software written from ground up to work with online bank statements.

Simply download your transactions from bank web site and they are automatically entered into electronic register.

By bringing all of your important financial information together in one place, My Money helps you more efficiently organize your financial data, simplify taxes and grow your net worth.

MyMoney Investments Edition includes sophisticated suite of Investment tracking and analysis tools. Included Portfolio Manager module is a full featured investments management tool that allows you to track and assess your holdings in stocks, bonds and other financial instruments. Whether you are a casual investor or an experienced trader, Portfolio Manager can help you set investment priorities, identify under-performing investments and verify efficiency improvements.


My Money:

- Instantly organizes financial records.Eliminates errors.

- Eliminates Manual bookwork, simply download and import your statements from a bank website

- Reconciles your bank statement for you. Actually finds and fixes mistakes

- Transfers your reports into PDF, OpenDocument or Microsoft Excel formats

- Works with all US and Canadian Bank statements out of the box

- Works with Microsoft Money files

- Works with Quicken files

My Money users enjoy high level of privacy, data security and encryption. Data files are stored locally in a SQL compatible database. SQL shell is shipped with the software.

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Release Notes:

+ Changed Reconciliation workflow so Downloaded and Cleared transactions
are marked Reconciled automatilly
+ Account sparklines and trends now show 6-month data spans
+ Electronic transactions status survives after user edits
+ Updated MacOS run-time to jre-7u67-macosx-x64
+ Cumulative Bug fixes

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Most Helpful Reviews

1/5
Version 2.0.87
Review by TimeLost234

Sad to say - I moved from Quicken Premier 2012 on Windows XP on PC platform to MyMoney Investments run on the Mac Book Pro. First the transfer of data never worked. The accounting in the investment accounts was a mess and unusable. After multiple re-starts, repeat transfers of data from Quicken, trying one permutation after another, I finally gave up on saving 10 years of financial information. After deciding to use MyMoney on the Mac as a fresh start with no transfer of data from my old Quicken program, I discovered that I was unable to download my checking account information from US Bank, or investment information from Schwab into MyMoney Investments. After multiple sores through the manual and online support documents and after applying all the remedies offered and after phone calls to US Bank and phone calls to Schwab and after working with the software forum at MTH with no success I finally realized that this program does not work. It has been removed from my computer.

Found helpful by 29 out of 30 people