Money Manager Ex Features




Manage Multiple Accounts

  • Create and maintain an electronic checkbook - Checking, Savings, Credit Card or Loans, Stock Investment Accounts, Assets

Checking, Savings, Credit Card or Loan Accounts

  • Manage income and expense transactions within these accounts
  • Create your own categories and organize these transactions to track where your money comes or goes.
  • Manage money transfers between accounts
  • Mark transactions as reconciled, unreconciled or void to track them against your bank statements
  • Manage Payees

Stock/Bonds/Mutual Fund Accounts

  • Track your shares, bonds and related investments
  • Track the gain/loss for each investment
  • Update current share price

General Account Features

  • Ability to handle multiple currency across accounts
  • Internationalization of currency formatting
  • Unicode support for all data storage
  • Track closed Accounts
  • Setup accounts as favorite accounts
  • Track your Bills and Deposits- Create bills & deposits to be reminded of your upcoming bills and deposits so you never miss a payment or deposit
  • Account Summary Views and Navigation- An easy to use tree view navigator to navigate across accounts and summarized views of your accounts, upcoming bills & deposits and income vs. expenses
  • Budgeting- Setup budgets for a calendar year and see how you are doing over time.
  • Importing, Exporting and Printing- Ability to import, export and print your account information

Import

  • Import information from Excel in CSV format
  • Import information from QIF format (Microsoft Money & Quicken)

Exports

  • Export information from any account to Excel (Comma Separated Value -.CSV) format

Printing

  • Printing of reports/accounts with inbuilt print preview.

Reporting

View your spending/expenses in a wide variety of ways.

  • View spending by category over a date range for specific or all accounts
  • View spending on a single category over time
  • View income vs expenses
  • View spending by payee
  • View expenses and how you are doing on a budget.