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Features

by Faustas

Current features

  • Maintain a list of your Financial Institutions, their Accounts and Transactions
  • Allows transactions to be categorized into hierarchical structure
  • Displays monthly cashflow for each category and shows the percentage of cashflow compared with other categories in the same parent
  • Import your Accounts and Transactions online, with one click of a button (applies to some Financial Institutions)
  • Import Transactions from account statements in Money and Quicken files that follow OFX (Open Financial Exchange) format
  • Stores data in a Hypersonic SQL relational database. The data can be easily accessed by 3rd party tools via ODBC or JDBC

>> Look at these screenshots for a better view of the features

Upcoming features

  • Online import for banks that support OFX
  • Detailed reporting with charts:
    • Monthly cashflow by category
    • Historical (month by month) cashflow for all or only selected categories