Personal Finances

Developer: SolidSoft Unipessoal LDA

Current Version: 4.3

Last Updated: 4 years ago

Download Size: 31.2 MB - Download

Description:

* Website: http://www.personalfinances.pt
* E-mail support (if you need help, contact by e-mail): [email protected]

Do you want to gain control of your finances in a simple and straight forward way? Personal Finances was developed to provide the user with an easy to understand graphical representation of the user's finances.

Features:

Cash flows
- Filter by calendar and account (optional)
- Unlimited cash flows
- Registration of category, date, payee, amount and description
- Multi-currency
- Automatic assignment of a negative sign for expenditure categories
- Totals by expenses, incomes and balance
- Bank reconciliation

Analysis
- Filter by calendar and account (optional)
- Categories - Total monthly and grand total
- Detailed category - Graphical comparison of changes between months
- Expenditures against incomes - Graphical display of the weight that the expenses have cons incomes
- Balance - Balance in a period of time for the account or general
- Total expenditures and incomes - Evolution in time of total expenditures and incomes
- Total expenditures by payee - Comparison pie chart of expenditures by payee

Accounts
- Unlimited accounts
- Initial balance
- Transfers between accounts
- History transfers accounts

Categories
- Categories prebuilt in the selected language
- Ability to manage own categories
- Ability to manage maximum budget and periodicity

Budget
- With periodicity
- With target

Compatibility
- Mac OSX 10.6+
- Synchronization with different mobile devices and web edition thru cloud

Synchronization
- Use of secure protocol (https)
- Accounts
- Categories
- Currencies
- Cash flows
- Settings for importing files from banks

Usability
- Language (English, Portuguese - Portugal, Portuguese - Brazil, Spanish, French, Chinese)
- Main currency (any format with a minimum opening balance and limit)
- Multi-currencies
- Date (all formats supported)
- Parameters (change the behavior of the software to your taste)
- Customize the app, by extension modules chosen by the user

Interoperability
- Importing data bank with mechanism allocation of the categories
- Backup and restore support for your documents folder
- Export to spreadsheet (csv)
- Export web page (html)

NOTE: Before upgrading to a new version it's always recommend backing up your data first using the backup option under the database option.

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Release Notes:

- Registration/Login with the new domain personalfinances.pt;
- Sync with the new domain.

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Most Helpful Reviews

1/5
Version 3.5.2
Review by dMacguy

Looks nice … but not what I was expecting - I have been looking for an easy way to project my cash flow on a weekly basis and got the impression this app was focused on such matters. I could not see how this app could accomplish anything close to what I was hoping for.

Found helpful by 6 out of 7 people