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.