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Personal Finances Pro

5 Stars

Program Name: Personal Finances Pro

Published By: Alzex

License Type: Shareware

Date Released: July 02, 2010

Personal Finances Pro v4.0 Instant Download

Personal Finances Pro Desciption:

Personal Finances is a family budget planner and expenses and income manager for home use. Once installed on the USB flash drive, it enables family to plan budget and track income and expenses from any computer. Create budget that works well!

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Personal Finances is an elegant, easy, yet technically advanced home financial manager for Windows users. 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 you to track expected spending, income and see how much money the user will have at any date in the future. Personal Finances is portable and can be installed on the USB drive.

Designed with the beginner in mind, Personal Finances lets anyone take the first steps into budget planning without a learning curve and shock from software complexity. For the most part this is due to a clean, well-designed interface. The main window puts all tools, financial transactions, accounts 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 add accounts, which can be a credit card, real bank account, pocket money, cash, etc. The next step is to enter transactions, both earnings and purchases. To make it simpler for the user to track spending in details, transactions can be defined with tags, categories, family members. Tags help to recognize between similar transactions that fall into one category.

Personal Finances has a powerful reporting tool that can generate pie, bar 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 categories, family members, tags. By clicking on any item in the report, one can drill down deeper to transactions associated with the item. Reports can be saved to file in HTML, CHM, or TXT, or printed to paper.

The program can help the user review the financial health of the home budget, see the spending categories that can be trimmed in order to make a balanced budget one can live on without lapsing into debt.


License: Shareware | Price: $34.95 | Size: 4.4 MB | Downloads (441)

Platform: Windows NT, Windows 2000, Windows XP, Windows 2003 , Windows Vista

Change History:

VersionDateChange Info
4.0 05/08/2010 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)


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